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
851
$2.19K ﹤0.01%
20
-109
852
$2.18K ﹤0.01%
8
853
$2.16K ﹤0.01%
51
854
$2.15K ﹤0.01%
104
855
$2.08K ﹤0.01%
+216
856
$2.07K ﹤0.01%
146
857
$2.06K ﹤0.01%
+76
858
$2.04K ﹤0.01%
+45
859
$2.01K ﹤0.01%
+31
860
$2K ﹤0.01%
10
861
$2K ﹤0.01%
10
862
$1.97K ﹤0.01%
200
863
$1.96K ﹤0.01%
+40
864
$1.95K ﹤0.01%
20
-109
865
$1.91K ﹤0.01%
120
866
$1.88K ﹤0.01%
+93
867
$1.87K ﹤0.01%
55
868
$1.81K ﹤0.01%
25
869
$1.77K ﹤0.01%
+93
870
$1.76K ﹤0.01%
20
871
$1.74K ﹤0.01%
+26
872
$1.72K ﹤0.01%
6
873
$1.69K ﹤0.01%
276
+88
874
$1.69K ﹤0.01%
115
875
$1.69K ﹤0.01%
29
-212
33 34
35
36 37