AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 14.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.87M
3
+$5.4M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$5.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.23M

Top Sells

1
+$18.8M
2
+$16.3M
3
+$637K
4
NVDA icon
NVIDIA
NVDA
+$266K
5
SYM icon
Symbotic
SYM
+$227K

Sector Composition

1 Technology 3.71%
2 Industrials 1.88%
3 Financials 1.55%
4 Consumer Discretionary 1.33%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$184K 0.01%
854
-48
227
$182K 0.01%
7,156
-1,764
228
$180K 0.01%
919
229
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1,606
230
$178K 0.01%
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231
$176K 0.01%
720
232
$174K 0.01%
1,304
233
$173K 0.01%
590
234
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235
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236
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1,831
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237
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3,102
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238
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239
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240
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241
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215
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243
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245
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246
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247
$154K 0.01%
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248
$152K 0.01%
1,158
249
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2,011
-185
250
$149K 0.01%
7,841
-61
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10
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