AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.42B
1-Year Est. Return 11.27%
This Quarter Est. Return
1 Year Est. Return
+11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$62.9M
3
+$56M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$55.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$45.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.25%
2 Technology 3.47%
3 Financials 1.65%
4 Healthcare 1.53%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.09%
+16,286
77
$629K 0.08%
+2,624
78
$628K 0.08%
+10,254
79
$599K 0.08%
+1,087
80
$598K 0.08%
+8,310
81
$579K 0.08%
+6,931
82
$563K 0.07%
+7,140
83
$557K 0.07%
+3,033
84
$555K 0.07%
+24,843
85
$539K 0.07%
+4,607
86
$538K 0.07%
+4,900
87
$534K 0.07%
+7,819
88
$527K 0.07%
+3,933
89
$507K 0.07%
+5,831
90
$501K 0.07%
+5,295
91
$491K 0.06%
+5,280
92
$486K 0.06%
+6,803
93
$449K 0.06%
+5,708
94
$449K 0.06%
+8,755
95
$448K 0.06%
+2,733
96
$440K 0.06%
+3,888
97
$429K 0.06%
+9,013
98
$418K 0.06%
+5,063
99
$416K 0.05%
+2,854
100
$416K 0.05%
+17,141
2 3
4
5 6