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
ULTA icon
476
Ulta Beauty
ULTA
$29.4B
$32.3K ﹤0.01%
59
-31
DRIV icon
477
Global X Autonomous & Electric Vehicles ETF
DRIV
$362M
$32.2K ﹤0.01%
1,140
DKNG icon
478
DraftKings
DKNG
$16.2B
$32.1K ﹤0.01%
858
+4
NU icon
479
Nu Holdings
NU
$80.4B
$32K ﹤0.01%
2,000
FAF icon
480
First American
FAF
$6.24B
$31.7K ﹤0.01%
494
SPGI icon
481
S&P Global
SPGI
$165B
$31.6K ﹤0.01%
65
GIS icon
482
General Mills
GIS
$23.7B
$31.5K ﹤0.01%
624
CTRA icon
483
Coterra Energy
CTRA
$19.6B
$31.2K ﹤0.01%
1,321
-814
PLD icon
484
Prologis
PLD
$124B
$30.8K ﹤0.01%
269
MSTR icon
485
Strategy Inc
MSTR
$50.3B
$30.6K ﹤0.01%
95
HYG icon
486
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.6B
$30.6K ﹤0.01%
377
SCHR icon
487
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.3B
$30.4K ﹤0.01%
1,211
KKR icon
488
KKR & Co
KKR
$117B
$30.1K ﹤0.01%
232
MNST icon
489
Monster Beverage
MNST
$76.4B
$29.9K ﹤0.01%
444
+146
STT icon
490
State Street
STT
$35.8B
$29.7K ﹤0.01%
256
+2
IONQ icon
491
IonQ
IONQ
$18B
$29.6K ﹤0.01%
482
FOXA icon
492
Fox Class A
FOXA
$32B
$29.4K ﹤0.01%
466
TREX icon
493
Trex
TREX
$4.69B
$29.3K ﹤0.01%
568
CCJ icon
494
Cameco
CCJ
$50.7B
$29.1K ﹤0.01%
347
+182
EIX icon
495
Edison International
EIX
$24B
$29K ﹤0.01%
524
SMCI icon
496
Super Micro Computer
SMCI
$19.5B
$28.9K ﹤0.01%
+602
ARKQ icon
497
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.14B
$28.8K ﹤0.01%
258
+151
NET icon
498
Cloudflare
NET
$64.5B
$28.8K ﹤0.01%
134
+9
CL icon
499
Colgate-Palmolive
CL
$68.1B
$28.7K ﹤0.01%
359
VSS icon
500
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$28.5K ﹤0.01%
200