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
501
$19.5K ﹤0.01%
199
502
$19.1K ﹤0.01%
412
503
$19K ﹤0.01%
451
504
$18.7K ﹤0.01%
620
505
$18.6K ﹤0.01%
312
506
$18.2K ﹤0.01%
1,433
+772
507
$18.2K ﹤0.01%
534
508
$18K ﹤0.01%
318
509
$18K ﹤0.01%
1,000
510
$17.5K ﹤0.01%
577
-459
511
$17.2K ﹤0.01%
49
-166
512
$17.1K ﹤0.01%
800
513
$17.1K ﹤0.01%
877
514
$17.1K ﹤0.01%
34
515
$17K ﹤0.01%
638
516
$16.9K ﹤0.01%
64
-3
517
$16.9K ﹤0.01%
798
+13
518
$16.8K ﹤0.01%
436
519
$16.6K ﹤0.01%
+3,000
520
$16.6K ﹤0.01%
364
521
$16.6K ﹤0.01%
21
522
$16.5K ﹤0.01%
537
523
$16.5K ﹤0.01%
35
524
$16.3K ﹤0.01%
810
525
$16.3K ﹤0.01%
50
19 20
21
22 23