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
601
$15.8K ﹤0.01%
818
+13
602
$15.6K ﹤0.01%
69
603
$15.5K ﹤0.01%
810
604
$15.4K ﹤0.01%
331
+1
605
$15.4K ﹤0.01%
159
606
$14.9K ﹤0.01%
+23
607
$14.9K ﹤0.01%
116
+16
608
$14.8K ﹤0.01%
359
+7
609
$14.8K ﹤0.01%
+47
610
$14.7K ﹤0.01%
148
611
$14.7K ﹤0.01%
1,220
612
$14.6K ﹤0.01%
320
613
$14.5K ﹤0.01%
300
614
$14.4K ﹤0.01%
1,118
+18
615
$14.4K ﹤0.01%
215
616
$14.1K ﹤0.01%
100
617
$14K ﹤0.01%
563
+10
618
$13.9K ﹤0.01%
1,544
+33
619
$13.6K ﹤0.01%
134
+58
620
$13.6K ﹤0.01%
555
+11
621
$13.4K ﹤0.01%
90
622
$13.3K ﹤0.01%
14
-1
623
$13.3K ﹤0.01%
573
624
$13.2K ﹤0.01%
577
625
$13.2K ﹤0.01%
+78
23 24
25
26 27