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
451
$25K ﹤0.01%
3,716
452
$25K ﹤0.01%
1,241
453
$24.9K ﹤0.01%
1,056
454
$24.8K ﹤0.01%
1,350
455
$24.8K ﹤0.01%
65
456
$24.6K ﹤0.01%
600
457
$24.6K ﹤0.01%
382
458
$24.5K ﹤0.01%
871
459
$24.5K ﹤0.01%
2,000
460
$24.5K ﹤0.01%
2,360
461
$24.4K ﹤0.01%
+2,000
462
$24.3K ﹤0.01%
1,974
463
$24.3K ﹤0.01%
138
464
$24.1K ﹤0.01%
1,500
465
$24.1K ﹤0.01%
232
466
$23.8K ﹤0.01%
550
467
$23.6K ﹤0.01%
380
468
$23.5K ﹤0.01%
155
-8
469
$23.5K ﹤0.01%
597
470
$23.5K ﹤0.01%
402
471
$23.5K ﹤0.01%
252
472
$23.5K ﹤0.01%
415
+152
473
$23.3K ﹤0.01%
919
474
$23.3K ﹤0.01%
814
475
$23.2K ﹤0.01%
+127