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
876
$1.64K ﹤0.01%
48
877
$1.61K ﹤0.01%
100
-1,000
878
$1.56K ﹤0.01%
38
879
$1.5K ﹤0.01%
43
880
$1.5K ﹤0.01%
150
881
$1.49K ﹤0.01%
28
882
$1.46K ﹤0.01%
27
883
$1.29K ﹤0.01%
90
884
$1.28K ﹤0.01%
51
885
$1.25K ﹤0.01%
21
886
$1.24K ﹤0.01%
37
-26
887
$1.2K ﹤0.01%
7
888
$1.17K ﹤0.01%
22
889
$1.17K ﹤0.01%
22
890
$1.16K ﹤0.01%
100
891
$1.15K ﹤0.01%
26
+1
892
$1.13K ﹤0.01%
43
893
$1.09K ﹤0.01%
23
894
$1.08K ﹤0.01%
20
895
$1.06K ﹤0.01%
79
896
$1.04K ﹤0.01%
40
897
$1.04K ﹤0.01%
90
898
$1.04K ﹤0.01%
111
899
$1.03K ﹤0.01%
53
900
$1.01K ﹤0.01%
20
34 35
36
37 38