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
176
$182K 0.02%
+5,257
177
$178K 0.02%
+2,420
178
$177K 0.02%
+9,375
179
$174K 0.02%
+506
180
$172K 0.02%
+1,044
181
$171K 0.02%
+242
182
$170K 0.02%
+2,982
183
$169K 0.02%
+5,740
184
$166K 0.02%
+4,205
185
$165K 0.02%
+1,967
186
$162K 0.02%
+1,302
187
$156K 0.02%
+2,544
188
$156K 0.02%
+3,995
189
$155K 0.02%
+1,398
190
$153K 0.02%
+409
191
$150K 0.02%
+1,933
192
$150K 0.02%
+4,110
193
$147K 0.02%
+4,475
194
$147K 0.02%
+8,051
195
$145K 0.02%
+1,015
196
$144K 0.02%
+1,432
197
$140K 0.02%
+2,364
198
$139K 0.02%
+400
199
$139K 0.02%
+2,106
200
$139K 0.02%
+563
6 7
8
9 10