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
$164M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.5M
3
+$891K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$814K
5
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$685K

Top Sells

1
+$2.42M
2
+$1.68M
3
+$1.66M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$988K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$422K

Sector Composition

1 Financials 5.88%
2 Consumer Discretionary 5.22%
3 Utilities 5.2%
4 Healthcare 5.12%
5 Real Estate 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.18%
7,299
+145
27
$1.91M 1.16%
12,602
+509
28
$1.9M 1.16%
38,183
-33,354
29
$1.88M 1.14%
7,125
+40
30
$1.86M 1.13%
7,323
-191
31
$1.73M 1.05%
33,854
+2,254
32
$1.55M 0.95%
13,404
-3,282
33
$1.53M 0.93%
64,511
+3,953
34
$1.52M 0.93%
14,632
+91
35
$1.5M 0.91%
64,952
+4,975
36
$1.5M 0.91%
+12,447
37
$1.46M 0.89%
66,783
-729
38
$1.46M 0.89%
11,735
-112
39
$1.44M 0.88%
23,528
-2,248
40
$1.33M 0.81%
92,236
-8,803
41
$1.31M 0.8%
5,484
+43
42
$1.22M 0.74%
24,912
+16,573
43
$1.18M 0.72%
61,277
+6,295
44
$1.18M 0.71%
24,265
+14,149
45
$1.15M 0.7%
24,420
+2,763
46
$1.11M 0.68%
22,782
+5,003
47
$1.01M 0.62%
9,592
-64
48
$898K 0.55%
2,455
+76
49
$881K 0.54%
12,250
+200
50
$877K 0.53%
2,922
+5
1
2
3 4 5