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
$147M
AUM Growth
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.36M
3
+$1.29M
4
HR icon
Healthcare Realty
HR
+$1.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$883K

Top Sells

1
+$2.77M
2
+$1.02M
3
+$843K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$590K
5
INTC icon
Intel
INTC
+$504K

Sector Composition

1 Utilities 5.79%
2 Financials 5.76%
3 Consumer Discretionary 5.31%
4 Healthcare 4.99%
5 Real Estate 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.21%
25,776
-2,287
27
$1.77M 1.21%
16,686
-1,080
28
$1.75M 1.19%
37,132
+72
29
$1.68M 1.14%
42,085
-8,826
30
$1.67M 1.14%
7,514
-719
31
$1.64M 1.11%
7,085
-49
32
$1.53M 1.04%
12,093
+242
33
$1.47M 1%
31,600
-4,162
34
$1.41M 0.96%
11,847
-524
35
$1.36M 0.93%
67,512
-1,488
36
$1.36M 0.92%
60,558
+4,661
37
$1.35M 0.92%
101,039
-21,580
38
$1.3M 0.89%
251,452
+29,274
39
$1.29M 0.88%
+59,977
40
$1.23M 0.84%
5,441
+100
41
$1.17M 0.8%
14,541
-300
42
$1.15M 0.78%
+54,982
43
$991K 0.68%
9,656
-154
44
$988K 0.67%
24,744
-2,862
45
$936K 0.64%
21,657
+5,019
46
$862K 0.59%
+17,779
47
$857K 0.58%
12,050
48
$781K 0.53%
2,917
+6
49
$769K 0.52%
2,379
+42
50
$741K 0.5%
11,208
+1,242
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2
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