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
$177M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.24M
3
+$1.2M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.05M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M

Top Sells

1
+$1.13M
2
+$555K
3
+$440K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$416K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$340K

Sector Composition

1 Consumer Discretionary 6.73%
2 Financials 6.02%
3 Utilities 5.92%
4 Technology 5.85%
5 Real Estate 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.21%
12,315
-399
27
$2.11M 1.19%
12,354
+425
28
$2.08M 1.17%
8,482
-36
29
$2.03M 1.15%
185,127
+9,812
30
$1.99M 1.12%
74,169
-15,531
31
$1.91M 1.08%
7,134
32
$1.79M 1.01%
10,924
+720
33
$1.75M 0.99%
89,966
+53,818
34
$1.72M 0.97%
33,401
+3,090
35
$1.56M 0.88%
83,939
-16,034
36
$1.47M 0.83%
166,788
+36,880
37
$1.45M 0.82%
23,668
+3,690
38
$1.38M 0.78%
11,898
-1,044
39
$1.38M 0.78%
43,467
+5,412
40
$1.33M 0.75%
5,384
41
$1.31M 0.74%
89,519
-14,117
42
$1.2M 0.68%
15,708
+4,356
43
$1.11M 0.63%
19,670
+7,065
44
$1.11M 0.63%
37,471
+13,698
45
$1.11M 0.62%
15,289
+1,586
46
$1.08M 0.61%
7,282
-67
47
$1.08M 0.61%
2,265
+704
48
$1.07M 0.6%
3,655
-620
49
$1.03M 0.58%
16,183
-2,975
50
$1.02M 0.58%
9,504
-1,049
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