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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.26%
36,816
-972
27
$1.99M 1.21%
80,882
+8,211
28
$1.98M 1.2%
40,168
+4
29
$1.94M 1.18%
83,291
+8,603
30
$1.82M 1.1%
48,820
-1,740
31
$1.75M 1.06%
16,336
-8,408
32
$1.69M 1.03%
77,282
-213,080
33
$1.58M 0.96%
9,103
-1,344
34
$1.57M 0.95%
10,372
-2,341
35
$1.56M 0.95%
5,914
-1,199
36
$1.56M 0.94%
65,838
-243
37
$1.55M 0.94%
30,989
-6,811
38
$1.53M 0.93%
29,214
+2,451
39
$1.51M 0.91%
4,886
-2,329
40
$1.47M 0.89%
78,171
+8,919
41
$1.14M 0.69%
4,587
+331
42
$1.12M 0.68%
10,509
-1,023
43
$1.12M 0.68%
19,675
+1,187
44
$1.05M 0.64%
2,246
+6
45
$1.04M 0.63%
6,284
-8,816
46
$1.02M 0.62%
10,665
-3,102
47
$995K 0.6%
2,244
+27
48
$961K 0.58%
65,380
-14,470
49
$958K 0.58%
2,776
-151
50
$944K 0.57%
14,514
+1,938
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2
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