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
626
$7.15K ﹤0.01%
200
627
$7.15K ﹤0.01%
461
628
$7.14K ﹤0.01%
155
-307
629
$7.13K ﹤0.01%
366
-1,243
630
$7.12K ﹤0.01%
28
631
$7.06K ﹤0.01%
65
632
$6.92K ﹤0.01%
101
633
$6.81K ﹤0.01%
300
634
$6.78K ﹤0.01%
327
635
$6.74K ﹤0.01%
100
636
$6.54K ﹤0.01%
1,500
637
$6.36K ﹤0.01%
123
+10
638
$6.2K ﹤0.01%
500
639
$6.16K ﹤0.01%
652
+234
640
$6.11K ﹤0.01%
200
641
$6.02K ﹤0.01%
55
642
$5.97K ﹤0.01%
+200
643
$5.92K ﹤0.01%
5
644
$5.92K ﹤0.01%
200
+100
645
$5.92K ﹤0.01%
355
646
$5.87K ﹤0.01%
700
647
$5.83K ﹤0.01%
665
648
$5.75K ﹤0.01%
+200
649
$5.69K ﹤0.01%
3,060
650
$5.67K ﹤0.01%
427
+154
24 25
26
27 28