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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.28%
8,518
-552
27
$2.04M 1.28%
99,973
-13,620
28
$2.04M 1.28%
175,315
-13,296
29
$1.93M 1.21%
11,929
+107
30
$1.9M 1.19%
12,714
-1,481
31
$1.72M 1.08%
7,134
-100
32
$1.61M 1.01%
30,311
-324
33
$1.5M 0.94%
12,942
-2,111
34
$1.48M 0.93%
103,636
-10,504
35
$1.46M 0.91%
129,908
+16,889
36
$1.43M 0.9%
10,204
-4
37
$1.25M 0.79%
4,275
-162
38
$1.18M 0.74%
19,978
-42
39
$1.14M 0.71%
10,553
-2,820
40
$1.13M 0.71%
6,376
-350
41
$1.13M 0.71%
38,055
+473
42
$1.13M 0.71%
45,573
43
$1.09M 0.69%
13,961
-1,118
44
$1.08M 0.68%
7,349
45
$1.08M 0.68%
5,384
46
$1.04M 0.65%
19,158
-3,000
47
$960K 0.6%
13,703
-1,003
48
$955K 0.6%
8,550
-24,094
49
$939K 0.59%
3,559
-100
50
$893K 0.56%
16,180
-800
1
2
3 4 5