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
251
$92.6K 0.01%
7,385
+96
252
$92.4K 0.01%
2,568
+2,026
253
$92.4K 0.01%
2,447
-884
254
$92.1K 0.01%
4,605
+2,385
255
$91.2K 0.01%
1,649
+1,441
256
$90.6K 0.01%
672
257
$90.1K 0.01%
1,588
-306
258
$90K 0.01%
1,838
259
$89.9K 0.01%
201
-40
260
$89.8K 0.01%
3,550
261
$89.6K 0.01%
365
262
$88.7K 0.01%
4,718
263
$88.5K 0.01%
4,300
264
$87.8K 0.01%
16,886
265
$87.1K 0.01%
805
+410
266
$86.9K 0.01%
777
267
$86.6K 0.01%
322
268
$86.2K 0.01%
3,502
269
$85.8K 0.01%
771
270
$85.8K 0.01%
299
+116
271
$84.9K 0.01%
1,444
+918
272
$84.6K 0.01%
1,983
273
$84.4K 0.01%
1,311
274
$83.3K 0.01%
+1,710
275
$82.7K 0.01%
331
-50
9 10
11
12 13