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
$189M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.23M
3
+$718K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EXTR icon
Extreme Networks
EXTR
+$443K

Top Sells

1
+$399K
2
+$343K
3
+$245K
4
SO icon
Southern Company
SO
+$210K
5
AAPL icon
Apple
AAPL
+$144K

Sector Composition

1 Real Estate 5.83%
2 Financials 4.08%
3 Utilities 3.35%
4 Communication Services 3.29%
5 Technology 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.19%
91,048
+6,937
27
$2.13M 1.13%
5,331
+141
28
$2.12M 1.12%
91,991
+4,874
29
$2.06M 1.09%
38,200
+1,116
30
$2.06M 1.09%
54,671
+466
31
$1.98M 1.05%
38,680
+6,074
32
$1.78M 0.94%
5,078
+107
33
$1.71M 0.9%
8,896
-360
34
$1.69M 0.89%
32,115
+1,911
35
$1.66M 0.88%
16,616
+73
36
$1.65M 0.87%
65,589
-1,476
37
$1.65M 0.87%
11,235
+389
38
$1.62M 0.85%
93,907
+9,406
39
$1.55M 0.82%
6,356
+241
40
$1.49M 0.79%
11,165
-5
41
$1.33M 0.7%
21,727
+1,636
42
$1.31M 0.69%
55,542
-16,904
43
$1.22M 0.65%
4,833
+293
44
$1.18M 0.62%
7,506
+808
45
$1.15M 0.61%
66,642
-700
46
$1.06M 0.56%
2,223
-21
47
$1.03M 0.54%
14,067
+1,405
48
$1.02M 0.54%
61,853
-6,093
49
$969K 0.51%
1,662
-589
50
$906K 0.48%
4,704
-746
1
2
3 4 5