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
$111M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$575K
2 +$264K
3 +$202K
4
LLY icon
Eli Lilly
LLY
+$200K
5
BBDC icon
Barings BDC
BBDC
+$176K

Sector Composition

1 Financials 7.66%
2 Consumer Discretionary 6.94%
3 Real Estate 6.04%
4 Utilities 6.04%
5 Technology 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.37M 1.24%
144,490
-18,512
27
$1.35M 1.22%
13,420
+1,300
28
$1.29M 1.16%
32,456
+1,100
29
$1.28M 1.16%
7,442
-14
30
$1.21M 1.09%
14,891
+1,375
31
$1.2M 1.09%
11,860
+202
32
$1.18M 1.07%
18,478
33
$1.14M 1.03%
91,609
-496
34
$1.14M 1.03%
12,357
-50
35
$1.06M 0.96%
169,635
-2,048
36
$1.05M 0.95%
6,880
37
$1.04M 0.94%
27,178
+225
38
$1M 0.91%
19,260
+2,000
39
$998K 0.9%
21,627
+503
40
$988K 0.89%
30,758
41
$974K 0.88%
7,660
42
$938K 0.85%
11,218
+278
43
$868K 0.78%
4,651
+530
44
$854K 0.77%
10,454
-880
45
$801K 0.72%
22,708
-100
46
$797K 0.72%
24,100
-200
47
$793K 0.72%
19,195
+2,940
48
$790K 0.71%
14,397
-598
49
$783K 0.71%
11,237
+2
50
$774K 0.7%
5,000