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
301
$67K 0.01%
1,645
302
$67K 0.01%
983
-111
303
$66K 0.01%
3,721
304
$65.5K 0.01%
661
305
$65.2K 0.01%
1,851
-10
306
$64.8K 0.01%
445
-8
307
$64.8K 0.01%
1,127
-1,470
308
$64.7K 0.01%
3,516
-813
309
$64.6K 0.01%
742
310
$64.1K 0.01%
1,914
311
$64.1K 0.01%
1,305
312
$64K 0.01%
1,263
313
$63.4K 0.01%
481
314
$62.9K 0.01%
3,280
-273
315
$62.4K 0.01%
1,606
+669
316
$61.7K 0.01%
1,158
317
$60.8K 0.01%
197
318
$60.4K 0.01%
1,365
319
$60.3K 0.01%
633
320
$58.2K 0.01%
500
321
$57.7K 0.01%
340
-223
322
$57.4K 0.01%
797
323
$56.3K 0.01%
2,286
324
$56.2K 0.01%
+883
325
$55.7K 0.01%
525
11 12
13
14 15