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 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
776
$4.85K ﹤0.01%
50
-7
777
$4.8K ﹤0.01%
45
778
$4.65K ﹤0.01%
250
779
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43
780
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95
781
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60
782
$4.41K ﹤0.01%
2,625
+14
783
$4.37K ﹤0.01%
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784
$4.33K ﹤0.01%
39
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785
$4.32K ﹤0.01%
27
786
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10
787
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115
788
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789
$4.17K ﹤0.01%
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59
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792
$4.09K ﹤0.01%
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24
794
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+134
795
$3.98K ﹤0.01%
300
796
$3.93K ﹤0.01%
50
797
$3.79K ﹤0.01%
525
798
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+56
799
$3.72K ﹤0.01%
570
800
$3.57K ﹤0.01%
12