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
351
$72.9K 0.01%
2,773
+2,152
352
$72.5K 0.01%
1,045
+5
353
$72.3K 0.01%
551
354
$71.1K 0.01%
302
+1
355
$70.3K 0.01%
503
-321
356
$69.5K ﹤0.01%
4,084
+21
357
$69.3K ﹤0.01%
1,305
358
$68.9K ﹤0.01%
362
-12
359
$67.7K ﹤0.01%
651
360
$67.4K ﹤0.01%
3,930
-591
361
$67.3K ﹤0.01%
343
362
$65.6K ﹤0.01%
506
363
$65.1K ﹤0.01%
226
+34
364
$64.3K ﹤0.01%
951
365
$64K ﹤0.01%
1,074
366
$63.9K ﹤0.01%
306
367
$63.8K ﹤0.01%
1,026
368
$63.5K ﹤0.01%
345
-65
369
$62.4K ﹤0.01%
1,299
+8
370
$60.8K ﹤0.01%
550
371
$60.5K ﹤0.01%
1,188
372
$60.2K ﹤0.01%
244
373
$59.8K ﹤0.01%
250
374
$59.2K ﹤0.01%
719
+387
375
$58.4K ﹤0.01%
778
13 14
15
16 17