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
351
$45.9K ﹤0.01%
125
352
$45.9K ﹤0.01%
3,100
+107
353
$45.7K ﹤0.01%
266
354
$45.1K ﹤0.01%
232
-75
355
$45.1K ﹤0.01%
414
-186
356
$44.8K ﹤0.01%
1,350
-200
357
$44.5K ﹤0.01%
896
358
$44.2K ﹤0.01%
2,194
359
$43.7K ﹤0.01%
857
-20
360
$43.5K ﹤0.01%
251
+1
361
$43.4K ﹤0.01%
1,064
362
$43.3K ﹤0.01%
262
363
$43.2K ﹤0.01%
576
364
$42.8K ﹤0.01%
1,346
365
$42.1K ﹤0.01%
75
366
$42.1K ﹤0.01%
284
367
$41.5K ﹤0.01%
2,305
368
$41.5K ﹤0.01%
355
369
$40.9K ﹤0.01%
308
370
$40.7K ﹤0.01%
210
+55
371
$40.4K ﹤0.01%
1,658
372
$40.3K ﹤0.01%
638
373
$40.1K ﹤0.01%
1,119
-840
374
$39.5K ﹤0.01%
610
-23
375
$39.5K ﹤0.01%
1,707