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
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
Deere & Co
DE
+$103K

Sector Composition

1 Technology 7.32%
2 Financials 6.94%
3 Consumer Discretionary 6.48%
4 Utilities 6.19%
5 Real Estate 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.3%
9,070
+60
27
$2.12M 1.28%
28,856
+914
28
$2.1M 1.27%
14,195
-262
29
$1.98M 1.19%
6,711
+149
30
$1.95M 1.18%
11,822
+110
31
$1.76M 1.07%
15,053
+1,457
32
$1.72M 1.04%
30,635
+2,463
33
$1.67M 1.01%
7,234
-100
34
$1.64M 0.99%
114,140
-4,764
35
$1.44M 0.87%
13,373
+794
36
$1.42M 0.86%
113,019
-35,235
37
$1.38M 0.84%
4,437
+265
38
$1.38M 0.83%
10,208
+207
39
$1.26M 0.76%
20,020
+836
40
$1.26M 0.76%
14,706
+243
41
$1.22M 0.74%
7,349
42
$1.2M 0.72%
15,079
-205
43
$1.18M 0.71%
6,726
44
$1.17M 0.71%
22,158
-400
45
$1.14M 0.69%
37,582
+1,740
46
$1.07M 0.65%
5,384
47
$1.07M 0.64%
+45,573
48
$1.03M 0.63%
10,759
+337
49
$950K 0.57%
3,659
50
$927K 0.56%
16,980
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