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
676
$4.49K ﹤0.01%
+180
677
$4.42K ﹤0.01%
250
678
$4.4K ﹤0.01%
65
679
$4.37K ﹤0.01%
154
+71
680
$4.35K ﹤0.01%
450
681
$4.32K ﹤0.01%
322
682
$4.32K ﹤0.01%
300
683
$4.31K ﹤0.01%
30
-30
684
$4.29K ﹤0.01%
3,000
685
$4.22K ﹤0.01%
18
686
$4.18K ﹤0.01%
50
687
$4.04K ﹤0.01%
100
688
$3.94K ﹤0.01%
55
689
$3.93K ﹤0.01%
119
690
$3.93K ﹤0.01%
20
691
$3.91K ﹤0.01%
300
692
$3.88K ﹤0.01%
272
693
$3.88K ﹤0.01%
160
694
$3.87K ﹤0.01%
+80
695
$3.79K ﹤0.01%
30
696
$3.69K ﹤0.01%
+78
697
$3.64K ﹤0.01%
874
698
$3.58K ﹤0.01%
71
699
$3.46K ﹤0.01%
200
700
$3.45K ﹤0.01%
+67
26 27
28
29 30