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
326
$55.5K 0.01%
419
327
$54.6K 0.01%
1,023
328
$54.3K 0.01%
1,106
329
$54.2K 0.01%
506
330
$54K 0.01%
216
331
$53.7K 0.01%
142
332
$52.5K 0.01%
368
333
$52.4K 0.01%
21
334
$52.3K 0.01%
550
335
$51.7K 0.01%
347
+120
336
$51.7K 0.01%
255
337
$51.3K 0.01%
1,705
338
$51.3K 0.01%
725
339
$50.9K 0.01%
621
340
$50.7K 0.01%
133
341
$50K 0.01%
1,000
342
$49.9K 0.01%
236
+59
343
$49.6K 0.01%
1,660
+1,194
344
$49.5K 0.01%
246
+161
345
$48.8K 0.01%
326
346
$47.8K 0.01%
1,343
+905
347
$47.5K 0.01%
1,067
348
$47.1K 0.01%
2,163
349
$46.3K ﹤0.01%
165
350
$46.2K ﹤0.01%
1,745
12 13
14
15 16