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
$115M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.06M
3
+$551K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$346K
5
AMZN icon
Amazon
AMZN
+$287K

Top Sells

1
+$2.46M
2
+$649K
3
+$576K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$138K
5
NMFC icon
New Mountain Finance
NMFC
+$68K

Sector Composition

1 Financials 7.35%
2 Technology 7.21%
3 Utilities 7.15%
4 Consumer Discretionary 6.78%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.31%
151,417
+1,239
27
$1.49M 1.29%
33,792
-414
28
$1.41M 1.22%
36,177
-136
29
$1.4M 1.21%
12,941
+790
30
$1.36M 1.18%
6,333
+7
31
$1.35M 1.17%
7,334
32
$1.34M 1.16%
76,272
+3,345
33
$1.28M 1.11%
74,313
-684
34
$1.21M 1.05%
10,135
-372
35
$1.07M 0.93%
22,983
36
$1.03M 0.9%
14,384
+526
37
$980K 0.85%
7,512
-78
38
$980K 0.85%
59,968
+6,068
39
$938K 0.81%
10,272
-361
40
$913K 0.79%
31,173
+2,368
41
$898K 0.78%
7,146
-17
42
$892K 0.77%
19,947
+425
43
$877K 0.76%
4,240
+400
44
$854K 0.74%
15,932
-176
45
$781K 0.68%
5,243
46
$776K 0.67%
109,491
+30,400
47
$741K 0.64%
17,180
+430
48
$720K 0.62%
12,244
+50
49
$677K 0.59%
3,759
50
$669K 0.58%
3,101
-120
1
2
3 4 5