AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.42B
1-Year Est. Return 11.27%
This Quarter Est. Return
1 Year Est. Return
+11.27%
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 +$16.5M
3 +$587K
4
NVDA icon
NVIDIA
NVDA
+$285K
5
SYM icon
Symbotic
SYM
+$242K

Sector Composition

1 Technology 3.72%
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
IYR icon
776
iShares US Real Estate ETF
IYR
$4.15B
$4.85K ﹤0.01%
50
-7
VLTO icon
777
Veralto
VLTO
$25.4B
$4.8K ﹤0.01%
45
SBLK icon
778
Star Bulk Carriers
SBLK
$2.32B
$4.65K ﹤0.01%
250
EXE
779
Expand Energy Corp
EXE
$29.3B
$4.57K ﹤0.01%
43
PAVE icon
780
Global X US Infrastructure Development ETF
PAVE
$9.81B
$4.53K ﹤0.01%
95
OPY icon
781
Oppenheimer Holdings
OPY
$723M
$4.43K ﹤0.01%
60
DSX icon
782
Diana Shipping
DSX
$232M
$4.41K ﹤0.01%
2,625
+14
GME icon
783
GameStop
GME
$10.4B
$4.37K ﹤0.01%
160
IDU icon
784
iShares US Utilities ETF
IDU
$1.87B
$4.33K ﹤0.01%
39
-7
ARES icon
785
Ares Management
ARES
$35.7B
$4.32K ﹤0.01%
27
HCA icon
786
HCA Healthcare
HCA
$111B
$4.26K ﹤0.01%
10
IDRV icon
787
iShares Self-Driving EV and Tech ETF
IDRV
$167M
$4.22K ﹤0.01%
115
CE icon
788
Celanese
CE
$4.58B
$4.21K ﹤0.01%
100
-223
MTCH icon
789
Match Group
MTCH
$7.94B
$4.17K ﹤0.01%
118
VTR icon
790
Ventas
VTR
$37.6B
$4.13K ﹤0.01%
59
YUMC icon
791
Yum China
YUMC
$16.9B
$4.12K ﹤0.01%
96
LYFT icon
792
Lyft
LYFT
$8.92B
$4.09K ﹤0.01%
186
ICE icon
793
Intercontinental Exchange
ICE
$89.4B
$4.04K ﹤0.01%
24
AEHR icon
794
Aehr Test Systems
AEHR
$743M
$4.04K ﹤0.01%
+134
NOV icon
795
NOV
NOV
$5.95B
$3.98K ﹤0.01%
300
AIG icon
796
American International
AIG
$41.6B
$3.93K ﹤0.01%
50
NVTS icon
797
Navitas Semiconductor
NVTS
$2B
$3.79K ﹤0.01%
525
KR icon
798
Kroger
KR
$43.9B
$3.77K ﹤0.01%
+56
BBAI icon
799
BigBear.ai
BBAI
$2.66B
$3.72K ﹤0.01%
570
KAI icon
800
Kadant
KAI
$3.44B
$3.57K ﹤0.01%
12