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
101
$405K 0.05%
+2,886
102
$401K 0.05%
+2,843
103
$397K 0.05%
+21,951
104
$395K 0.05%
+8,974
105
$392K 0.05%
+4,420
106
$391K 0.05%
+12,627
107
$371K 0.05%
+3,666
108
$368K 0.05%
+1,849
109
$367K 0.05%
+4,959
110
$362K 0.05%
+3,404
111
$361K 0.05%
+13,000
112
$349K 0.05%
+8,351
113
$347K 0.05%
+13,773
114
$346K 0.05%
+9,894
115
$339K 0.04%
+11,736
116
$339K 0.04%
+3,837
117
$338K 0.04%
+3,044
118
$335K 0.04%
+6,698
119
$331K 0.04%
+724
120
$321K 0.04%
+6,343
121
$314K 0.04%
+1,274
122
$311K 0.04%
+1,309
123
$310K 0.04%
+23,421
124
$309K 0.04%
+2,276
125
$303K 0.04%
+20,286
3 4
5
6 7