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
701
$3.42K ﹤0.01%
100
702
$3.4K ﹤0.01%
70
703
$3.39K ﹤0.01%
200
704
$3.37K ﹤0.01%
156
705
$3.21K ﹤0.01%
86
706
$3.16K ﹤0.01%
700
707
$3.15K ﹤0.01%
500
708
$3.09K ﹤0.01%
309
+155
709
$3.04K ﹤0.01%
10
710
$3.02K ﹤0.01%
61
-2
711
$3K ﹤0.01%
500
712
$2.99K ﹤0.01%
44
+34
713
$2.99K ﹤0.01%
95
714
$2.93K ﹤0.01%
150
715
$2.92K ﹤0.01%
+32
716
$2.89K ﹤0.01%
18
717
$2.85K ﹤0.01%
40
718
$2.74K ﹤0.01%
500
719
$2.68K ﹤0.01%
+159
720
$2.67K ﹤0.01%
12
721
$2.66K ﹤0.01%
35
722
$2.62K ﹤0.01%
97
723
$2.61K ﹤0.01%
51
724
$2.6K ﹤0.01%
244
725
$2.55K ﹤0.01%
30
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