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 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
576
$18.7K ﹤0.01%
227
+24
577
$18.7K ﹤0.01%
108
+12
578
$18.5K ﹤0.01%
990
579
$18.5K ﹤0.01%
240
+192
580
$18.4K ﹤0.01%
75
581
$18.4K ﹤0.01%
19
582
$18.3K ﹤0.01%
250
583
$18.1K ﹤0.01%
+19
584
$18.1K ﹤0.01%
104
585
$17.8K ﹤0.01%
236
586
$17.8K ﹤0.01%
+494
587
$17.8K ﹤0.01%
150
588
$17.7K ﹤0.01%
969
589
$17.4K ﹤0.01%
+128
590
$17.3K ﹤0.01%
820
+15
591
$17.3K ﹤0.01%
1,000
592
$17.2K ﹤0.01%
+1,000
593
$17.2K ﹤0.01%
166
+83
594
$17K ﹤0.01%
2,793
+66
595
$16.9K ﹤0.01%
806
+20
596
$16.8K ﹤0.01%
709
+382
597
$16.7K ﹤0.01%
113
-4
598
$16.7K ﹤0.01%
+343
599
$16.6K ﹤0.01%
126
+4
600
$16.5K ﹤0.01%
118