AAG

Armstrong Advisory Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1 +$66M
2 +$44M
3 +$4.94M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.69M
5
BND icon
Vanguard Total Bond Market
BND
+$3.45M

Sector Composition

1 Technology 3.61%
2 Industrials 1.79%
3 Financials 1.51%
4 Consumer Discretionary 1.27%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FDS icon
876
Factset
FDS
$8.27B
$1.74K ﹤0.01%
6
WNC icon
877
Wabash National
WNC
$387M
$1.73K ﹤0.01%
200
TEM
878
Tempus AI
TEM
$9.17B
$1.71K ﹤0.01%
29
UPXI icon
879
Upexi
UPXI
$74.9M
$1.68K ﹤0.01%
1,000
E icon
880
ENI
E
$68.8B
$1.63K ﹤0.01%
43
IYJ icon
881
iShares US Industrials ETF
IYJ
$2.36B
$1.63K ﹤0.01%
11
-9
XYZ
882
Block Inc
XYZ
$39.6B
$1.63K ﹤0.01%
25
CRSP icon
883
CRISPR Therapeutics
CRSP
$5.57B
$1.63K ﹤0.01%
31
APH icon
884
Amphenol
APH
$163B
$1.62K ﹤0.01%
+12
PSKY
885
Paramount Skydance Corp
PSKY
$13.7B
$1.59K ﹤0.01%
119
BTI icon
886
British American Tobacco
BTI
$132B
$1.59K ﹤0.01%
28
ATOM icon
887
Atomera
ATOM
$156M
$1.47K ﹤0.01%
665
BHF icon
888
Brighthouse Financial
BHF
$3.42B
$1.43K ﹤0.01%
22
CMDB
889
Costamare Bulkers Holdings
CMDB
$461M
$1.39K ﹤0.01%
90
TTE icon
890
TotalEnergies
TTE
$166B
$1.37K ﹤0.01%
21
PSIX
891
Power Solutions International
PSIX
$1.38B
$1.37K ﹤0.01%
24
CRCL
892
Circle Internet Group
CRCL
$24.8B
$1.35K ﹤0.01%
17
APP icon
893
Applovin
APP
$163B
$1.35K ﹤0.01%
+2
BE icon
894
Bloom Energy
BE
$46.2B
$1.3K ﹤0.01%
+15
NTLA icon
895
Intellia Therapeutics
NTLA
$1.6B
$1.29K ﹤0.01%
144
PATH icon
896
UiPath
PATH
$5.92B
$1.29K ﹤0.01%
79
CL icon
897
Colgate-Palmolive
CL
$76.6B
$1.26K ﹤0.01%
16
-343
FLG
898
Flagstar Bank National Association
FLG
$5.41B
$1.26K ﹤0.01%
100
IRTC icon
899
iRhythm Holdings
IRTC
$4.07B
$1.24K ﹤0.01%
7
LW icon
900
Lamb Weston
LW
$6.51B
$1.22K ﹤0.01%
29