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
526
$25K ﹤0.01%
232
+67
527
$24.7K ﹤0.01%
292
528
$24.6K ﹤0.01%
39
529
$24.5K ﹤0.01%
1,026
+20
530
$24K ﹤0.01%
173
-169
531
$23.7K ﹤0.01%
125
532
$23.5K ﹤0.01%
+1,609
533
$23.4K ﹤0.01%
140
534
$23.3K ﹤0.01%
410
535
$23.2K ﹤0.01%
83
+39
536
$22.9K ﹤0.01%
530
537
$22.6K ﹤0.01%
201
+1
538
$22.5K ﹤0.01%
226
-151
539
$22.3K ﹤0.01%
903
+350
540
$22.3K ﹤0.01%
116
541
$22K ﹤0.01%
300
542
$21.9K ﹤0.01%
157
543
$21.7K ﹤0.01%
129
+97
544
$21.7K ﹤0.01%
530
545
$21.6K ﹤0.01%
328
546
$21.6K ﹤0.01%
133
547
$21.4K ﹤0.01%
97
+73
548
$21.3K ﹤0.01%
621
+365
549
$21.2K ﹤0.01%
494
550
$21.2K ﹤0.01%
175
20 21
22
23 24