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
HDB icon
876
HDFC Bank
HDB
$184B
$1.64K ﹤0.01%
48
SOUN icon
877
SoundHound AI
SOUN
$4.95B
$1.61K ﹤0.01%
100
-1,000
UBS icon
878
UBS Group
UBS
$121B
$1.56K ﹤0.01%
38
E icon
879
ENI
E
$56.9B
$1.5K ﹤0.01%
43
AMRX icon
880
Amneal Pharmaceuticals
AMRX
$3.83B
$1.5K ﹤0.01%
150
BTI icon
881
British American Tobacco
BTI
$125B
$1.49K ﹤0.01%
28
IGIB icon
882
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$1.46K ﹤0.01%
27
CMDB
883
Costamare Bulkers Holdings
CMDB
$404M
$1.29K ﹤0.01%
90
OLN icon
884
Olin
OLN
$2.45B
$1.28K ﹤0.01%
51
TTE icon
885
TotalEnergies
TTE
$144B
$1.25K ﹤0.01%
21
MRP
886
Millrose Properties Inc
MRP
$5.31B
$1.24K ﹤0.01%
37
-26
IRTC icon
887
iRhythm Technologies
IRTC
$5.9B
$1.2K ﹤0.01%
7
BHF icon
888
Brighthouse Financial
BHF
$3.75B
$1.17K ﹤0.01%
22
IGSB icon
889
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$1.17K ﹤0.01%
22
FLG
890
Flagstar Bank National Association
FLG
$5.3B
$1.16K ﹤0.01%
100
EMO
891
ClearBridge Energy Midstream Opportunity Fund
EMO
$850M
$1.15K ﹤0.01%
26
+1
SPIP icon
892
State Street SPDR Portfolio TIPS ETF
SPIP
$984M
$1.13K ﹤0.01%
43
SNY icon
893
Sanofi
SNY
$121B
$1.09K ﹤0.01%
23
IGPT icon
894
Invesco AI and Next Gen Software ETF
IGPT
$634M
$1.08K ﹤0.01%
20
PATH icon
895
UiPath
PATH
$7.89B
$1.06K ﹤0.01%
79
ING icon
896
ING
ING
$76.5B
$1.04K ﹤0.01%
40
AVNS icon
897
Avanos Medical
AVNS
$525M
$1.04K ﹤0.01%
90
NAGE
898
Niagen Bioscience
NAGE
$521M
$1.04K ﹤0.01%
111
ASIX icon
899
AdvanSix
ASIX
$426M
$1.03K ﹤0.01%
53
BTC
900
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$1.01K ﹤0.01%
20