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
751
$1.59K ﹤0.01%
103
752
$1.57K ﹤0.01%
367
+271
753
$1.56K ﹤0.01%
+60
754
$1.4K ﹤0.01%
22
755
$1.39K ﹤0.01%
305
-25
756
$1.33K ﹤0.01%
33
757
$1.31K ﹤0.01%
13
758
$1.3K ﹤0.01%
100
759
$1.24K ﹤0.01%
31
760
$1.23K ﹤0.01%
26
+13
761
$1.23K ﹤0.01%
5
762
$1.2K ﹤0.01%
30
763
$1.01K ﹤0.01%
29
764
$933 ﹤0.01%
58
765
$929 ﹤0.01%
424
766
$912 ﹤0.01%
359
767
$907 ﹤0.01%
55
768
$886 ﹤0.01%
100
769
$776 ﹤0.01%
10
770
$766 ﹤0.01%
7
771
$745 ﹤0.01%
5
772
$744 ﹤0.01%
3
773
$705 ﹤0.01%
59
+1
774
$659 ﹤0.01%
119
-60
775
$651 ﹤0.01%
75
29 30
31
32 33