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
826
$2.92K ﹤0.01%
20
-18
827
$2.85K ﹤0.01%
200
828
$2.79K ﹤0.01%
222
829
$2.78K ﹤0.01%
+99
830
$2.73K ﹤0.01%
4
831
$2.73K ﹤0.01%
47
832
$2.68K ﹤0.01%
9
833
$2.66K ﹤0.01%
30
834
$2.59K ﹤0.01%
+30
835
$2.54K ﹤0.01%
120
836
$2.49K ﹤0.01%
+144
837
$2.47K ﹤0.01%
+63
838
$2.46K ﹤0.01%
100
839
$2.45K ﹤0.01%
+30
840
$2.44K ﹤0.01%
73
841
$2.43K ﹤0.01%
78
842
$2.43K ﹤0.01%
52
843
$2.4K ﹤0.01%
8
844
$2.36K ﹤0.01%
+24
845
$2.34K ﹤0.01%
+29
846
$2.26K ﹤0.01%
70
847
$2.25K ﹤0.01%
+17
848
$2.25K ﹤0.01%
+119
849
$2.23K ﹤0.01%
309
850
$2.2K ﹤0.01%
33
32 33
34
35 36