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
676
$10.2K ﹤0.01%
258
+4
677
$10.1K ﹤0.01%
150
678
$10K ﹤0.01%
306
679
$10K ﹤0.01%
44
-108
680
$9.92K ﹤0.01%
400
681
$9.91K ﹤0.01%
32
682
$9.88K ﹤0.01%
137
683
$9.86K ﹤0.01%
+31
684
$9.81K ﹤0.01%
+1,045
685
$9.72K ﹤0.01%
225
686
$9.59K ﹤0.01%
143
687
$9.53K ﹤0.01%
+18
688
$9.47K ﹤0.01%
123
689
$9.43K ﹤0.01%
90
-24
690
$9.34K ﹤0.01%
30
-9
691
$9.33K ﹤0.01%
104
692
$9.32K ﹤0.01%
+104
693
$9.31K ﹤0.01%
37
694
$9.24K ﹤0.01%
100
695
$9.21K ﹤0.01%
500
696
$9.07K ﹤0.01%
13
-11
697
$9.04K ﹤0.01%
45
+21
698
$8.98K ﹤0.01%
48
-3
699
$8.98K ﹤0.01%
200
700
$8.98K ﹤0.01%
100
26 27
28
29 30