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
401
$33.2K ﹤0.01%
1,246
-1,250
402
$33.1K ﹤0.01%
289
-10
403
$33K ﹤0.01%
800
404
$33K ﹤0.01%
269
405
$31.9K ﹤0.01%
1,633
406
$31.7K ﹤0.01%
1,519
407
$31.5K ﹤0.01%
326
408
$31.3K ﹤0.01%
470
-66
409
$31K ﹤0.01%
+307
410
$31K ﹤0.01%
1,050
411
$31K ﹤0.01%
94
-35
412
$30.5K ﹤0.01%
100
413
$30.4K ﹤0.01%
1,109
414
$30.4K ﹤0.01%
423
415
$30K ﹤0.01%
1,152
-2,350
416
$29.8K ﹤0.01%
1,475
417
$29.6K ﹤0.01%
232
-80
418
$29.3K ﹤0.01%
500
419
$29.3K ﹤0.01%
875
420
$29.1K ﹤0.01%
240
421
$29K ﹤0.01%
94
422
$28.8K ﹤0.01%
1,933
423
$28.6K ﹤0.01%
350
424
$28.4K ﹤0.01%
1,350
425
$28.3K ﹤0.01%
300
15 16
17
18 19