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
701
$8.95K ﹤0.01%
180
702
$8.92K ﹤0.01%
160
703
$8.83K ﹤0.01%
461
704
$8.72K ﹤0.01%
146
-217
705
$8.71K ﹤0.01%
950
706
$8.7K ﹤0.01%
638
707
$8.67K ﹤0.01%
135
708
$8.55K ﹤0.01%
500
709
$8.53K ﹤0.01%
500
-551
710
$8.51K ﹤0.01%
40
711
$8.5K ﹤0.01%
19
+5
712
$8.41K ﹤0.01%
200
713
$8.39K ﹤0.01%
293
714
$8.29K ﹤0.01%
364
-41
715
$8.26K ﹤0.01%
65
716
$8.25K ﹤0.01%
39
+20
717
$8.24K ﹤0.01%
113
718
$8.11K ﹤0.01%
697
719
$7.99K ﹤0.01%
168
-13
720
$7.89K ﹤0.01%
200
721
$7.83K ﹤0.01%
686
+4
722
$7.78K ﹤0.01%
141
723
$7.74K ﹤0.01%
44
724
$7.67K ﹤0.01%
+215
725
$7.53K ﹤0.01%
270
27 28
29
30 31