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
651
$5.64K ﹤0.01%
248
652
$5.44K ﹤0.01%
+1,000
653
$5.39K ﹤0.01%
+1,049
654
$5.37K ﹤0.01%
150
655
$5.34K ﹤0.01%
201
-2,020
656
$5.29K ﹤0.01%
146
657
$5.28K ﹤0.01%
43
+21
658
$5.17K ﹤0.01%
176
659
$5.14K ﹤0.01%
100
660
$5.13K ﹤0.01%
200
661
$5.03K ﹤0.01%
217
662
$5.03K ﹤0.01%
43
663
$4.99K ﹤0.01%
+17
664
$4.97K ﹤0.01%
+15
665
$4.94K ﹤0.01%
+118
666
$4.88K ﹤0.01%
20
667
$4.86K ﹤0.01%
70
668
$4.86K ﹤0.01%
350
669
$4.82K ﹤0.01%
91
670
$4.79K ﹤0.01%
117
671
$4.79K ﹤0.01%
+83
672
$4.75K ﹤0.01%
84
673
$4.68K ﹤0.01%
+41
674
$4.66K ﹤0.01%
37
675
$4.54K ﹤0.01%
60
25 26
27
28 29