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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.44M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1
+$1.03M
2
+$794K
3
+$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.08%
5,448
+117
27
$2.22M 1.07%
37,857
-343
28
$2.09M 1%
49,772
-4,899
29
$2.01M 0.97%
33,375
+1,260
30
$2M 0.96%
20,702
-7,348
31
$1.95M 0.94%
27,225
-5,397
32
$1.92M 0.92%
16,530
-86
33
$1.84M 0.89%
11,365
+130
34
$1.8M 0.87%
11,035
-130
35
$1.76M 0.85%
34,395
-4,285
36
$1.74M 0.84%
64,047
-1,542
37
$1.63M 0.79%
115,533
+21,626
38
$1.58M 0.76%
6,390
+34
39
$1.55M 0.75%
22,894
+1,167
40
$1.52M 0.73%
5,252
+419
41
$1.48M 0.71%
3,522
+1,984
42
$1.46M 0.7%
7,034
-1,862
43
$1.34M 0.64%
54,382
-1,160
44
$1.31M 0.63%
8,302
+796
45
$1.31M 0.63%
8,655
+8,317
46
$1.3M 0.62%
1,667
+5
47
$1.16M 0.56%
2,223
48
$1.13M 0.54%
5,441
+1
49
$1.06M 0.51%
23,450
+5,840
50
$1.04M 0.5%
66,642
1
2
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