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
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.29%
7,334
27
$1.36M 1.15%
33,912
+966
28
$1.35M 1.14%
34,465
+273
29
$1.29M 1.09%
23,562
-669
30
$1.26M 1.06%
71,214
+2,190
31
$1.22M 1.03%
11,084
-350
32
$1.2M 1.01%
15,318
-100
33
$1.13M 0.96%
11,280
34
$1.12M 0.95%
11,985
+3
35
$1.12M 0.95%
23,404
+174
36
$1.12M 0.94%
6,051
-29
37
$1.09M 0.92%
7,538
-40
38
$1.02M 0.86%
25,512
-168
39
$1M 0.85%
52,746
+11,061
40
$981K 0.83%
17,560
-200
41
$944K 0.8%
7,610
42
$867K 0.73%
5,243
43
$849K 0.72%
140,864
-6,292
44
$836K 0.71%
4,160
-365
45
$829K 0.7%
4,031
-100
46
$815K 0.69%
26,011
-1,497
47
$802K 0.68%
44,860
+10,172
48
$798K 0.67%
13,078
-98
49
$738K 0.62%
72,132
-7,281
50
$737K 0.62%
9,282
-62
1
2
3 4 5