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
$942M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$10.3M
3
+$9.94M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.01M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$1.86M

Top Sells

1
+$20.5M
2
+$309K
3
+$216K
4
TTC icon
Toro Company
TTC
+$202K
5
MSFT icon
Microsoft
MSFT
+$153K

Sector Composition

1 Technology 3.96%
2 Industrials 3.69%
3 Consumer Discretionary 1.38%
4 Financials 1.31%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.01%
3,478
-367
227
$111K 0.01%
564
228
$109K 0.01%
700
229
$109K 0.01%
580
-60
230
$107K 0.01%
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231
$106K 0.01%
2,815
232
$105K 0.01%
1,570
233
$104K 0.01%
1,697
-1,823
234
$101K 0.01%
356
235
$101K 0.01%
1,306
-846
236
$100K 0.01%
2,420
237
$99.9K 0.01%
1,300
238
$98.4K 0.01%
1,032
239
$98K 0.01%
1,130
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240
$97.8K 0.01%
568
241
$96.3K 0.01%
4,105
242
$96.2K 0.01%
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243
$96.1K 0.01%
9,484
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244
$95.9K 0.01%
432
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245
$94.9K 0.01%
2,356
-17
246
$94.7K 0.01%
1,398
-571
247
$94.6K 0.01%
571
248
$94.4K 0.01%
1,319
249
$93.7K 0.01%
408
250
$92.8K 0.01%
5,096
8 9
10
11 12