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
26
$7.18M 0.76%
40,300
+653
27
$6.82M 0.72%
149,450
-3,010
28
$6.31M 0.67%
18,501
+223
29
$4.26M 0.45%
10,511
-44
30
$4.2M 0.45%
32,239
+355
31
$3.06M 0.33%
8,287
+1
32
$3.03M 0.32%
6,453
-106
33
$2.73M 0.29%
32,231
+223
34
$2.67M 0.28%
25,131
+538
35
$2.6M 0.28%
16,000
36
$2.21M 0.23%
20,629
+171
37
$1.9M 0.2%
31,537
-250
38
$1.88M 0.2%
8,523
+16
39
$1.52M 0.16%
8,788
-10
40
$1.45M 0.15%
38,855
+7,380
41
$1.4M 0.15%
15,980
-35
42
$1.39M 0.15%
10,303
-705
43
$1.36M 0.14%
12,696
-740
44
$1.34M 0.14%
13,297
+715
45
$1.19M 0.13%
10,023
+77
46
$1.17M 0.12%
3,758
47
$1.16M 0.12%
6,982
-155
48
$1.09M 0.12%
35,182
+2,312
49
$1.08M 0.11%
37,526
+1,357
50
$1.07M 0.11%
3,595
-352
1
2
3 4 5