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
$1.13B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$81.8M
2
+$59.4M
3
+$23.2M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M

Top Sells

1
+$26.6M
2
+$26M
3
+$16.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.2M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$11.3M

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
101
$468K 0.04%
843
+26
102
$459K 0.04%
4,959
103
$453K 0.04%
4,357
-279
104
$449K 0.04%
2,255
-172
105
$447K 0.04%
1,196
-235
106
$439K 0.04%
3,545
107
$419K 0.04%
5,404
-866
108
$418K 0.04%
620
+40
109
$416K 0.04%
25,222
-8,112
110
$415K 0.04%
9,116
+180
111
$413K 0.04%
20,794
-2,331
112
$406K 0.04%
10,500
113
$404K 0.04%
513
+157
114
$404K 0.04%
+15,516
115
$402K 0.04%
1,775
+55
116
$394K 0.03%
3,971
-335
117
$392K 0.03%
2,440
+470
118
$389K 0.03%
4,335
-148
119
$384K 0.03%
1,740
120
$382K 0.03%
10,723
+3,783
121
$375K 0.03%
4,866
-595
122
$374K 0.03%
7,874
-1,024
123
$371K 0.03%
11,096
-2,109
124
$362K 0.03%
9,248
-976
125
$355K 0.03%
2,235
-272
3 4
5
6 7