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
$154M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$785K
2 +$517K
3 +$430K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$413K
5
T icon
AT&T
T
+$300K

Top Sells

1 +$385K
2 +$231K
3 +$93.4K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$92.6K
5
TSM icon
TSMC
TSM
+$88.1K

Sector Composition

1 Technology 7.67%
2 Financials 6.97%
3 Consumer Discretionary 6.73%
4 Utilities 6.53%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.97M 1.28%
158,969
+6,637
27
$1.93M 1.25%
11,712
+247
28
$1.92M 1.25%
14,457
-37
29
$1.86M 1.21%
74,628
+2,240
30
$1.81M 1.18%
6,562
+78
31
$1.8M 1.17%
28,172
+771
32
$1.76M 1.14%
148,254
+6,826
33
$1.64M 1.07%
7,334
34
$1.6M 1.04%
118,904
-6,868
35
$1.58M 1.02%
13,596
-197
36
$1.36M 0.88%
12,579
+792
37
$1.35M 0.88%
10,001
+54
38
$1.25M 0.82%
4,172
-47
39
$1.18M 0.77%
7,349
40
$1.18M 0.77%
14,463
+427
41
$1.17M 0.76%
22,558
-75
42
$1.13M 0.73%
15,284
-649
43
$1.09M 0.71%
35,842
+752
44
$1.07M 0.7%
19,184
+118
45
$1.05M 0.68%
6,726
-170
46
$1.01M 0.66%
5,384
+141
47
$940K 0.61%
10,422
+634
48
$891K 0.58%
3,659
49
$857K 0.56%
16,980
-200
50
$856K 0.56%
8,628
-874