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
151
$219K 0.03%
+2,878
152
$216K 0.03%
+1,777
153
$214K 0.03%
+3,307
154
$214K 0.03%
+2,224
155
$206K 0.03%
+17,706
156
$203K 0.03%
+848
157
$199K 0.03%
+2,408
158
$199K 0.03%
+1,468
159
$199K 0.03%
+7,403
160
$198K 0.03%
+1,991
161
$196K 0.03%
+3,352
162
$196K 0.03%
+402
163
$192K 0.03%
+4,049
164
$190K 0.03%
+13,030
165
$189K 0.02%
+7,164
166
$189K 0.02%
+5,820
167
$188K 0.02%
+3,607
168
$188K 0.02%
+1,297
169
$186K 0.02%
+2,431
170
$185K 0.02%
+2,152
171
$185K 0.02%
+866
172
$184K 0.02%
+1,497
173
$184K 0.02%
+4,847
174
$184K 0.02%
+5,272
175
$183K 0.02%
+2,887
5 6
7
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