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
376
$39.5K ﹤0.01%
285
377
$39.4K ﹤0.01%
1,000
378
$39.2K ﹤0.01%
651
379
$39K ﹤0.01%
1,425
380
$38.9K ﹤0.01%
682
381
$38.3K ﹤0.01%
448
-279
382
$38.1K ﹤0.01%
724
383
$38K ﹤0.01%
521
384
$37.9K ﹤0.01%
1,860
385
$37.8K ﹤0.01%
83
+2
386
$37.7K ﹤0.01%
52
387
$37.4K ﹤0.01%
221
-10
388
$37.4K ﹤0.01%
194
389
$36.6K ﹤0.01%
450
-7
390
$36.4K ﹤0.01%
+524
391
$36.2K ﹤0.01%
318
+200
392
$36.2K ﹤0.01%
606
393
$36.1K ﹤0.01%
563
394
$35.7K ﹤0.01%
1,304
-62
395
$35.6K ﹤0.01%
908
396
$34.5K ﹤0.01%
384
+2
397
$34.4K ﹤0.01%
118
398
$33.8K ﹤0.01%
938
399
$33.7K ﹤0.01%
1,739
400
$33.7K ﹤0.01%
505
-375
14 15
16
17 18