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
201
$167K 0.01%
640
+41
202
$167K 0.01%
1,180
+148
203
$166K 0.01%
604
204
$165K 0.01%
17,326
+2,436
205
$165K 0.01%
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-4
206
$165K 0.01%
3,940
+932
207
$163K 0.01%
8,547
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208
$159K 0.01%
7,527
+114
209
$159K 0.01%
510
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210
$158K 0.01%
+803
211
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2,473
+1,259
212
$154K 0.01%
330
-31
213
$153K 0.01%
1,300
214
$150K 0.01%
340
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215
$149K 0.01%
2,825
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216
$147K 0.01%
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217
$147K 0.01%
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218
$143K 0.01%
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219
$142K 0.01%
720
220
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7,796
221
$139K 0.01%
1,379
222
$138K 0.01%
272
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223
$136K 0.01%
1,270
-173
224
$135K 0.01%
5,084
+992
225
$135K 0.01%
909
+138
7 8
9
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