AIA

Armor Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$214K
3
+$182K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$167K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$154K

Top Sells

1
+$411K
2
+$310K
3
+$285K
4
WFC icon
Wells Fargo
WFC
+$216K
5
XOM icon
Exxon Mobil
XOM
+$215K

Sector Composition

1 Financials 9.12%
2 Consumer Discretionary 7.34%
3 Real Estate 6.31%
4 Healthcare 6.28%
5 Utilities 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.29%
10,359
-1,068
27
$1.28M 1.27%
28,472
+1,166
28
$1.26M 1.26%
167,093
+809
29
$1.25M 1.24%
12,350
+1,500
30
$1.15M 1.14%
12,757
-200
31
$1.07M 1.06%
91,779
+904
32
$1.03M 1.03%
31,858
33
$1.03M 1.03%
7,953
34
$949K 0.95%
28,906
+700
35
$934K 0.93%
17,528
+320
36
$931K 0.93%
11,751
-57
37
$924K 0.92%
11,916
+500
38
$914K 0.91%
27,053
-150
39
$877K 0.87%
24,600
-300
40
$870K 0.87%
11,934
-100
41
$854K 0.85%
7,860
-200
42
$813K 0.81%
6,780
43
$802K 0.8%
4,816
-188
44
$798K 0.8%
17,060
+1,200
45
$797K 0.79%
15,990
-118
46
$796K 0.79%
23,428
+200
47
$757K 0.75%
32,550
-1,000
48
$747K 0.74%
20,716
+404
49
$725K 0.72%
13,325
50
$710K 0.71%
32,676
+976
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