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
551
$20.9K ﹤0.01%
252
+127
552
$20.8K ﹤0.01%
117
+3
553
$20.8K ﹤0.01%
855
554
$20.8K ﹤0.01%
65
555
$20.5K ﹤0.01%
1,375
-221
556
$20.5K ﹤0.01%
195
-89
557
$20.5K ﹤0.01%
19
+1
558
$20.5K ﹤0.01%
212
559
$20.3K ﹤0.01%
106
+1
560
$20.3K ﹤0.01%
451
-16
561
$20.3K ﹤0.01%
64
+39
562
$20.3K ﹤0.01%
75
563
$20.2K ﹤0.01%
3,716
564
$20.1K ﹤0.01%
471
-436
565
$19.9K ﹤0.01%
127
-87
566
$19.9K ﹤0.01%
809
-2,007
567
$19.8K ﹤0.01%
245
568
$19.7K ﹤0.01%
+492
569
$19.7K ﹤0.01%
228
+176
570
$19.6K ﹤0.01%
500
571
$19.4K ﹤0.01%
265
+200
572
$19.2K ﹤0.01%
250
573
$19.1K ﹤0.01%
201
574
$18.9K ﹤0.01%
2,822
+92
575
$18.8K ﹤0.01%
207
+17
21 22
23
24 25