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
801
$3.51K ﹤0.01%
214
802
$3.49K ﹤0.01%
7
803
$3.46K ﹤0.01%
+175
804
$3.46K ﹤0.01%
350
805
$3.44K ﹤0.01%
56
806
$3.41K ﹤0.01%
60
807
$3.37K ﹤0.01%
6
808
$3.35K ﹤0.01%
700
809
$3.33K ﹤0.01%
750
810
$3.31K ﹤0.01%
11
811
$3.29K ﹤0.01%
39
812
$3.27K ﹤0.01%
+40
813
$3.27K ﹤0.01%
175
814
$3.25K ﹤0.01%
300
815
$3.23K ﹤0.01%
97
816
$3.21K ﹤0.01%
500
817
$3.2K ﹤0.01%
43
818
$3.18K ﹤0.01%
263
819
$3.15K ﹤0.01%
20
820
$3.13K ﹤0.01%
500
821
$3.02K ﹤0.01%
+39
822
$3.02K ﹤0.01%
200
823
$3K ﹤0.01%
9
824
$2.98K ﹤0.01%
122
825
$2.94K ﹤0.01%
665
31 32
33
34 35