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
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.33%
39,478
+4,402
27
$1.8M 1.27%
11,465
28
$1.69M 1.2%
6,484
+625
29
$1.63M 1.15%
141,428
+13,165
30
$1.62M 1.14%
125,772
-112,856
31
$1.62M 1.14%
13,793
+749
32
$1.61M 1.14%
72,388
+5,492
33
$1.6M 1.13%
152,332
-718
34
$1.57M 1.11%
7,334
35
$1.38M 0.98%
9,947
-100
36
$1.36M 0.96%
27,401
+3,649
37
$1.27M 0.9%
11,787
-684
38
$1.21M 0.85%
4,219
+1,100
39
$1.09M 0.77%
15,933
40
$1.07M 0.76%
7,349
-163
41
$1.07M 0.75%
6,896
+600
42
$1.04M 0.73%
35,090
+1,115
43
$1.01M 0.72%
22,633
+6,570
44
$982K 0.69%
14,036
+1,551
45
$933K 0.66%
9,502
-400
46
$924K 0.65%
5,243
47
$897K 0.63%
3,659
48
$845K 0.6%
17,180
49
$787K 0.56%
9,788
+1
50
$786K 0.56%
19,066
-676
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