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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
176
$210K 0.02%
845
177
$208K 0.02%
3,617
-2,606
178
$205K 0.02%
1,490
179
$202K 0.02%
7,800
180
$202K 0.02%
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181
$202K 0.02%
673
-19
182
$202K 0.02%
3,776
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183
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1,967
184
$201K 0.02%
444
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185
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186
$194K 0.02%
6,925
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187
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188
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2,406
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189
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190
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191
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192
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193
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195
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196
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197
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198
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1,640
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199
$174K 0.02%
6,086
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200
$174K 0.02%
6,509
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