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
201
$150K 0.02%
1,325
+223
202
$146K 0.02%
6,726
-1,330
203
$144K 0.02%
1,820
+820
204
$142K 0.02%
1,510
205
$142K 0.02%
2,280
206
$137K 0.01%
426
207
$134K 0.01%
2,364
208
$133K 0.01%
193
-34
209
$133K 0.01%
963
+98
210
$131K 0.01%
4,110
211
$131K 0.01%
910
212
$129K 0.01%
3,837
213
$129K 0.01%
3,549
214
$128K 0.01%
8,553
215
$126K 0.01%
321
-79
216
$125K 0.01%
952
+769
217
$123K 0.01%
7,308
+54
218
$122K 0.01%
3,132
219
$121K 0.01%
1,896
220
$120K 0.01%
5,558
221
$120K 0.01%
1,472
-936
222
$119K 0.01%
1,422
-10
223
$116K 0.01%
568
224
$114K 0.01%
2,879
+10
225
$114K 0.01%
1,240
7 8
9
10 11