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
326
$87.6K 0.01%
525
327
$87.5K 0.01%
580
+60
328
$86.6K 0.01%
1,312
329
$86.3K 0.01%
1,609
330
$83.6K 0.01%
1,321
+72
331
$82.5K 0.01%
281
332
$82K 0.01%
1,236
333
$81.9K 0.01%
795
334
$81.5K 0.01%
763
-193
335
$80.4K 0.01%
1,105
336
$79.9K 0.01%
1,480
337
$79.8K 0.01%
7,224
-1,880
338
$79.4K 0.01%
1,140
339
$78.7K 0.01%
1,301
340
$78.2K 0.01%
1,375
341
$77K 0.01%
1,366
342
$76.9K 0.01%
4,693
343
$75.1K 0.01%
3,274
-488
344
$74.8K 0.01%
1,633
+3
345
$74.7K 0.01%
315
-4
346
$74.3K 0.01%
1,098
347
$74.2K 0.01%
3,634
+38
348
$73.6K 0.01%
505
+287
349
$73.2K 0.01%
500
350
$73K 0.01%
525
+128
12 13
14
15 16