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
476
$32.3K ﹤0.01%
59
-31
477
$32.2K ﹤0.01%
1,140
478
$32.1K ﹤0.01%
858
+4
479
$32K ﹤0.01%
2,000
480
$31.7K ﹤0.01%
494
481
$31.6K ﹤0.01%
65
482
$31.5K ﹤0.01%
624
483
$31.2K ﹤0.01%
1,321
-814
484
$30.8K ﹤0.01%
269
485
$30.6K ﹤0.01%
95
486
$30.6K ﹤0.01%
377
487
$30.4K ﹤0.01%
1,211
488
$30.1K ﹤0.01%
232
489
$29.9K ﹤0.01%
444
+146
490
$29.7K ﹤0.01%
256
+2
491
$29.6K ﹤0.01%
482
492
$29.4K ﹤0.01%
466
493
$29.3K ﹤0.01%
568
494
$29.1K ﹤0.01%
347
+182
495
$29K ﹤0.01%
524
496
$28.9K ﹤0.01%
+602
497
$28.8K ﹤0.01%
258
+151
498
$28.8K ﹤0.01%
134
+9
499
$28.7K ﹤0.01%
359
500
$28.5K ﹤0.01%
200
18 19
20
21 22