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
526
$16.3K ﹤0.01%
201
527
$16.2K ﹤0.01%
222
528
$16.2K ﹤0.01%
372
+3
529
$15.5K ﹤0.01%
969
530
$15.3K ﹤0.01%
240
531
$15.1K ﹤0.01%
1,405
532
$15.1K ﹤0.01%
1,000
533
$14.9K ﹤0.01%
+700
534
$14.9K ﹤0.01%
216
535
$14.8K ﹤0.01%
1,837
536
$14.4K ﹤0.01%
20
537
$14.3K ﹤0.01%
530
538
$13.9K ﹤0.01%
96
539
$13.6K ﹤0.01%
295
540
$13.6K ﹤0.01%
+123
541
$13.2K ﹤0.01%
401
542
$13.2K ﹤0.01%
279
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543
$12.9K ﹤0.01%
2,000
544
$12.8K ﹤0.01%
223
545
$12.8K ﹤0.01%
648
+250
546
$12.8K ﹤0.01%
172
547
$12.8K ﹤0.01%
111
+82
548
$12.3K ﹤0.01%
63
549
$12.2K ﹤0.01%
124
550
$12.2K ﹤0.01%
217
20 21
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