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
$117M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$373K
3
+$294K
4
ARKK icon
ARK Innovation ETF
ARKK
+$209K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1
+$911K
2
+$632K
3
+$476K
4
PGR icon
Progressive
PGR
+$450K
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$434K

Sector Composition

1 Utilities 7.42%
2 Consumer Discretionary 7.06%
3 Financials 6.78%
4 Technology 6.5%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.3%
13,044
-309
27
$1.51M 1.29%
81,414
+5,142
28
$1.49M 1.28%
29,850
-3,942
29
$1.45M 1.24%
35,076
-1,101
30
$1.4M 1.2%
10,047
-88
31
$1.37M 1.17%
153,050
+1,633
32
$1.35M 1.16%
12,471
-470
33
$1.32M 1.14%
5,859
-474
34
$1.23M 1.05%
23,752
-3,631
35
$1.14M 0.98%
66,896
+6,928
36
$1.02M 0.88%
33,975
+2,802
37
$1.02M 0.87%
128,263
+18,772
38
$1.01M 0.86%
7,512
39
$929K 0.8%
9,902
-370
40
$914K 0.78%
15,933
+1
41
$834K 0.72%
6,296
-850
42
$781K 0.67%
17,180
43
$762K 0.65%
3,659
-100
44
$738K 0.63%
12,244
45
$731K 0.63%
5,243
46
$691K 0.59%
3,119
-1,121
47
$678K 0.58%
19,742
-205
48
$665K 0.57%
2,263
-838
49
$657K 0.56%
30,586
-600
50
$647K 0.55%
12,485
-1,899
1
2
3 4 5