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
51
$1.06M 0.11%
8,665
+1
52
$1.06M 0.11%
6,994
+1,647
53
$1.05M 0.11%
2,188
54
$1.03M 0.11%
45,195
+5,856
55
$1M 0.11%
13,476
+16
56
$947K 0.1%
5,114
-510
57
$930K 0.1%
10,288
-1,106
58
$889K 0.09%
21,228
+3,936
59
$883K 0.09%
4,255
+517
60
$877K 0.09%
10,417
+1,672
61
$829K 0.09%
5,268
+80
62
$820K 0.09%
16,331
+456
63
$788K 0.08%
41,793
-1,484
64
$783K 0.08%
1,472
65
$781K 0.08%
14,935
-200
66
$743K 0.08%
10,474
+3
67
$728K 0.08%
13,899
+378
68
$713K 0.08%
7,943
-1,102
69
$690K 0.07%
9,115
+70
70
$680K 0.07%
6,938
-265
71
$677K 0.07%
42,422
+6,288
72
$675K 0.07%
5,758
-17
73
$668K 0.07%
28,209
-1,251
74
$640K 0.07%
13,487
-3,212
75
$629K 0.07%
7,958
-1,733
1 2
3
4 5