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
651
$11.4K ﹤0.01%
27
-4
652
$11.3K ﹤0.01%
450
653
$11.3K ﹤0.01%
1,711
-310
654
$11.3K ﹤0.01%
295
-208
655
$11.2K ﹤0.01%
1,233
+25
656
$11.2K ﹤0.01%
101
657
$11.2K ﹤0.01%
+26
658
$11.2K ﹤0.01%
500
659
$11.1K ﹤0.01%
1,662
660
$11.1K ﹤0.01%
425
661
$10.9K ﹤0.01%
+300
662
$10.9K ﹤0.01%
200
663
$10.9K ﹤0.01%
162
+122
664
$10.8K ﹤0.01%
200
665
$10.8K ﹤0.01%
358
666
$10.7K ﹤0.01%
215
+4
667
$10.7K ﹤0.01%
1,921
668
$10.5K ﹤0.01%
30
+22
669
$10.5K ﹤0.01%
83
+6
670
$10.4K ﹤0.01%
100
671
$10.4K ﹤0.01%
40
672
$10.3K ﹤0.01%
565
673
$10.3K ﹤0.01%
54
674
$10.3K ﹤0.01%
200
675
$10.2K ﹤0.01%
899
+19
25 26
27
28 29