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
601
$8.39K ﹤0.01%
+100
602
$8.37K ﹤0.01%
183
603
$8.36K ﹤0.01%
37
604
$8.32K ﹤0.01%
900
605
$8.3K ﹤0.01%
1,100
606
$8.23K ﹤0.01%
+300
607
$8.2K ﹤0.01%
141
608
$8.17K ﹤0.01%
125
609
$8.17K ﹤0.01%
287
+2
610
$8.02K ﹤0.01%
453
611
$7.99K ﹤0.01%
75
+12
612
$7.97K ﹤0.01%
167
613
$7.94K ﹤0.01%
525
614
$7.83K ﹤0.01%
720
615
$7.82K ﹤0.01%
121
+10
616
$7.73K ﹤0.01%
137
617
$7.72K ﹤0.01%
150
618
$7.65K ﹤0.01%
210
619
$7.65K ﹤0.01%
83
620
$7.64K ﹤0.01%
44
621
$7.59K ﹤0.01%
54
622
$7.58K ﹤0.01%
65
623
$7.56K ﹤0.01%
+250
624
$7.4K ﹤0.01%
65
625
$7.28K ﹤0.01%
178
23 24
25
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