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
126
$309K 0.03%
7,739
+6,420
127
$305K 0.03%
1,284
+136
128
$302K 0.03%
8,341
-10
129
$295K 0.03%
5,461
130
$295K 0.03%
2,136
131
$295K 0.03%
1,071
132
$293K 0.03%
1,784
133
$292K 0.03%
3,733
-360
134
$289K 0.03%
1,274
135
$288K 0.03%
2,418
+9
136
$285K 0.03%
1,072
137
$283K 0.03%
5,322
-54
138
$280K 0.03%
1,350
+558
139
$274K 0.03%
1,571
140
$267K 0.03%
6,677
+5
141
$267K 0.03%
7,178
142
$266K 0.03%
4,683
143
$265K 0.03%
6,020
144
$263K 0.03%
7,172
-1,075
145
$255K 0.03%
1,794
+10
146
$242K 0.03%
2,339
147
$239K 0.03%
3,613
+1,021
148
$236K 0.03%
3,352
149
$236K 0.03%
1,358
+56
150
$235K 0.03%
966
4 5
6
7 8