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
201
$138K 0.02%
+954
202
$138K 0.02%
+4,627
203
$138K 0.02%
+4,111
204
$136K 0.02%
+1,510
205
$135K 0.02%
+1,296
206
$135K 0.02%
+1,896
207
$135K 0.02%
+2,051
208
$133K 0.02%
+2,076
209
$132K 0.02%
+3,845
210
$123K 0.02%
+241
211
$123K 0.02%
+712
212
$121K 0.02%
+2,815
213
$121K 0.02%
+4,902
214
$121K 0.02%
+8,553
215
$120K 0.02%
+807
216
$119K 0.02%
+881
217
$119K 0.02%
+2,369
218
$118K 0.02%
+568
219
$115K 0.02%
+7,201
220
$114K 0.02%
+1,094
221
$114K 0.02%
+1,894
222
$114K 0.01%
+3,132
223
$113K 0.01%
+3,039
224
$112K 0.01%
+1,969
225
$112K 0.01%
+910
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9
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