AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.17%
This Quarter Est. Return
1 Year Est. Return
+13.17%
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 Sells

1 +$18.8M
2 +$16.5M
3 +$587K
4
NVDA icon
NVIDIA
NVDA
+$285K
5
SYM icon
Symbotic
SYM
+$242K

Sector Composition

1 Technology 3.72%
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
VIS icon
301
Vanguard Industrials ETF
VIS
$6.91B
$102K 0.01%
344
JCI icon
302
Johnson Controls International
JCI
$70B
$102K 0.01%
926
AMGN icon
303
Amgen
AMGN
$178B
$102K 0.01%
360
-83
TLT icon
304
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$102K 0.01%
1,136
-210
XME icon
305
State Street SPDR S&P Metals & Mining ETF
XME
$4.14B
$101K 0.01%
+1,087
AMX icon
306
America Movil
AMX
$61.6B
$100K 0.01%
4,782
-148
QTUM icon
307
Defiance Quantum ETF
QTUM
$3.53B
$99K 0.01%
944
+520
BR icon
308
Broadridge
BR
$25.5B
$98.6K 0.01%
414
ETN icon
309
Eaton
ETN
$134B
$98.4K 0.01%
263
+6
BP icon
310
BP
BP
$90.9B
$98.4K 0.01%
2,856
-13
CEG icon
311
Constellation Energy
CEG
$111B
$98.1K 0.01%
298
-86
SON icon
312
Sonoco
SON
$4.8B
$97.4K 0.01%
2,260
SCCO icon
313
Southern Copper
SCCO
$148B
$97.1K 0.01%
807
-1
SPYG icon
314
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$95.9K 0.01%
918
SLV icon
315
iShares Silver Trust
SLV
$46.3B
$95.3K 0.01%
2,250
-7
UBER icon
316
Uber
UBER
$176B
$94.7K 0.01%
967
+809
SYK icon
317
Stryker
SYK
$139B
$91.3K 0.01%
247
+27
CB icon
318
Chubb
CB
$118B
$91.2K 0.01%
323
-8
DAL icon
319
Delta Air Lines
DAL
$46B
$90.9K 0.01%
1,601
+90
AZO icon
320
AutoZone
AZO
$58.4B
$90.1K 0.01%
21
ATO icon
321
Atmos Energy
ATO
$27.6B
$90K 0.01%
527
+27
LIN icon
322
Linde
LIN
$205B
$89.8K 0.01%
189
+14
CTAS icon
323
Cintas
CTAS
$78.7B
$89.7K 0.01%
437
+75
RGTI icon
324
Rigetti Computing
RGTI
$8.46B
$88.6K 0.01%
2,974
XCEM icon
325
Columbia EM Core ex-China ETF
XCEM
$1.34B
$88.4K 0.01%
2,432
-110