AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 14.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$57.1M
3 +$23.3M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.56M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M

Sector Composition

1 Technology 3.74%
2 Industrials 2.75%
3 Consumer Discretionary 1.39%
4 Financials 1.33%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-412
802
-40
803
-40
804
-2,000
805
-40
806
-160
807
-919
808
-638
809
-154
810
-871
811
-15
812
-576
813
-104
814
-127
815
-1
816
-800
817
-620
818
-258
819
-11
820
-500
821
-40
822
-72
823
-20
824
0
825
-350