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
451
$36.8K ﹤0.01%
172
+117
452
$36.5K ﹤0.01%
350
453
$36.5K ﹤0.01%
481
454
$36.5K ﹤0.01%
1,467
+717
455
$36.4K ﹤0.01%
155
+50
456
$36.2K ﹤0.01%
776
-209
457
$36.1K ﹤0.01%
737
+41
458
$36.1K ﹤0.01%
1,294
459
$35.5K ﹤0.01%
702
+6
460
$35.4K ﹤0.01%
462
-38
461
$35K ﹤0.01%
4,232
462
$34.9K ﹤0.01%
279
463
$34.8K ﹤0.01%
+1,161
464
$34.7K ﹤0.01%
563
465
$34.5K ﹤0.01%
309
+3
466
$34.4K ﹤0.01%
125
467
$34.3K ﹤0.01%
160
+67
468
$34.1K ﹤0.01%
118
469
$34K ﹤0.01%
1,860
470
$33.9K ﹤0.01%
53
+19
471
$33.8K ﹤0.01%
1,240
472
$33.7K ﹤0.01%
+314
473
$33.4K ﹤0.01%
1,509
+44
474
$33.2K ﹤0.01%
545
+265
475
$32.6K ﹤0.01%
+337
17 18
19
20 21