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
726
$2.52K ﹤0.01%
23
+5
727
$2.48K ﹤0.01%
50
728
$2.45K ﹤0.01%
41
729
$2.44K ﹤0.01%
750
730
$2.4K ﹤0.01%
6
731
$2.33K ﹤0.01%
63
732
$2.3K ﹤0.01%
90
733
$2.27K ﹤0.01%
50
734
$2.23K ﹤0.01%
631
+9
735
$2.23K ﹤0.01%
+71
736
$2.21K ﹤0.01%
+125
737
$2.18K ﹤0.01%
100
738
$2.13K ﹤0.01%
120
739
$2.11K ﹤0.01%
+42
740
$2.08K ﹤0.01%
150
+25
741
$1.94K ﹤0.01%
45
-19
742
$1.93K ﹤0.01%
30
743
$1.89K ﹤0.01%
82
744
$1.86K ﹤0.01%
+160
745
$1.85K ﹤0.01%
21
746
$1.78K ﹤0.01%
186
747
$1.67K ﹤0.01%
+23
748
$1.66K ﹤0.01%
39
749
$1.61K ﹤0.01%
125
750
$1.6K ﹤0.01%
32
28 29
30
31 32