Astoria Dynamic Core US Fixed Income ETF (AGGA)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
AGGA Chart
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A compelling observation was made by Jeffrey Sherman, deputy chief investment officer at DoubleLine, on stage at the Astoria Advisors Macro Summit. He had just stated, “As a bond investor, I'm here to tell you that we're not special, but that we tend to be more risk-averse.
Engine of Active ETF Creation: Latest Flight of Fixed Income Offerings
The market narrative appears to change on a dime these days. Stocks may have staged a comeback to recoup almost all their post-“Liberation Day” losses.
Astoria Dynamic Core US Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SU Scott Ungar BlackDiamond Wealth Management LLC | 13,387 | $338,511.84 | $334,808.87 | -$3,702.97 | -1.09% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1.31M | $33.09M | $32.59M | -$491,615.8 | -1.49% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 174,786 | $4.39M | $4.37M | -$19,707.54 | -0.45% |
 Jeffrey Steele Silverlake Wealth Management LLC | 84,661 | $2.15M | $2.12M | -$28,239.23 | -1.32% |
 D. Garet Strange Hobbs Group Advisors, LLC | 759,717 | $19.2M | $19.01M | -$195,673.41 | -1.02% |
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Astoria Dynamic Core US Fixed Income ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
AGGA is an investment management firm that employs a strategy of actively managing core fixed income exposure through the utilization of third-party Exchange-Traded Funds (ETFs). This management approach relies heavily on macroeconomic analysis to make informed investment decisions. The types of investments included in AGGA's portfolio comprise US Treasuries, corporate bonds, mortgage-backed securities, municipal bonds, and high-yield bonds, spanning various durations. The firm also allocates a smaller portion of its portfolio to ETFs that provide exposure to non-US fixed income assets, such as emerging market securities.
The advisers at AGGA leverage proprietary methods that are influenced by various factors, including market trends, prevailing interest rates, and credit risk assessments. This enables them to make adjustments to the portfolio with the goal of outperforming broad-based benchmarks. AGGA typically maintains a selection of 5 to 15 underlying ETFs, allowing for flexibility in its investment strategy. Rebalancing of portfolio allocations takes place at least on a monthly basis or whenever necessary, reflecting changing market conditions. Notably, AGGA operates as a non-diversified fund, which permits it to concentrate a larger share of its assets in fewer securities.
Products and Services
- Core Fixed Income Exposure Management: AGGA uses actively managed ETFs to adjust and enhance exposure to essential fixed income assets, primarily focusing on maximizing returns relative to market conditions.
- Macroeconomic Analysis: The investment decisions are guided by thorough macroeconomic research, allowing the firm to adapt strategies based on economic indicators, interest rate changes, and overall market behavior.
- Diverse ETF Portfolio: The firm typically holds a range of 5 to 15 underlying ETFs that facilitate diversified investments across essential fixed income sectors, such as US Treasuries and corporate bonds.
- Rebalancing Strategies: AGGA conducts monthly rebalancing of its ETF allocations to ensure that the portfolio remains aligned with evolving market conditions and investment objectives.
- Non-Diversified Asset Concentration: As a non-diversified fund, AGGA can concentrate its investments in a select number of securities, enabling greater potential for returns while accepting heightened risks associated with fewer holdings.
- Proprietary Investment Assessment Processes: The firm employs unique methodologies that assess market conditions and credit risks, which inform investment adjustments to enhance the fund's performance.
- Global Fixed Income Exposure: AGGA offers limited exposure to non-US fixed income investments through emerging markets, providing additional opportunities to capitalize on global economic trends.
