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
101
$454K 0.05%
8,976
+1
102
$452K 0.05%
5,061
-333
103
$431K 0.05%
12,627
104
$429K 0.05%
1,639
-158
105
$426K 0.05%
1,886
+37
106
$422K 0.04%
4,303
+328
107
$420K 0.04%
10,108
+544
108
$416K 0.04%
24,161
-840
109
$410K 0.04%
9,700
-2,050
110
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4,959
111
$395K 0.04%
26,128
+7,914
112
$393K 0.04%
803
113
$382K 0.04%
2,854
114
$377K 0.04%
8,316
+2,192
115
$374K 0.04%
10,818
-300
116
$367K 0.04%
2,543
117
$363K 0.04%
3,189
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118
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3,682
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119
$356K 0.04%
2,508
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120
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3,822
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121
$354K 0.04%
20,523
+237
122
$325K 0.03%
604
-110
123
$321K 0.03%
6,223
124
$320K 0.03%
2,771
-273
125
$309K 0.03%
12,780
+15
3 4
5
6 7