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
426
$41.6K ﹤0.01%
437
427
$41.5K ﹤0.01%
724
428
$41.3K ﹤0.01%
1,294
429
$41K ﹤0.01%
539
430
$40.6K ﹤0.01%
1,670
431
$40.5K ﹤0.01%
682
432
$40.2K ﹤0.01%
304
+2
433
$40.1K ﹤0.01%
407
434
$40.1K ﹤0.01%
197
-91
435
$39.8K ﹤0.01%
109
436
$39.8K ﹤0.01%
1,573
437
$39.7K ﹤0.01%
194
438
$39.5K ﹤0.01%
2,968
+80
439
$39.4K ﹤0.01%
631
440
$39K ﹤0.01%
2,017
441
$39K ﹤0.01%
949
442
$38.8K ﹤0.01%
650
-153
443
$38K ﹤0.01%
900
444
$37.9K ﹤0.01%
600
445
$37.9K ﹤0.01%
41
+27
446
$37.9K ﹤0.01%
1,113
+4
447
$37.5K ﹤0.01%
400
448
$37.2K ﹤0.01%
281
-149
449
$37.2K ﹤0.01%
685
450
$36.9K ﹤0.01%
5,220
+5
16 17
18
19 20