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
$241M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$5.76M
2 +$5.13M
3 +$2.81M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$986K

Top Sells

1 +$1.86M
2 +$1.38M
3 +$1.37M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
FDX icon
FedEx
FDX
+$1.14M

Sector Composition

1 Real Estate 4.28%
2 Financials 3.39%
3 Communication Services 2.92%
4 Technology 2.58%
5 Utilities 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.32M 0.96%
39,214
+1,078
27
$2.3M 0.95%
126,581
-2,741
28
$2.1M 0.87%
4,884
+316
29
$2.09M 0.87%
23,181
-1,473
30
$2.01M 0.83%
9,520
-6,095
31
$1.92M 0.8%
16,649
-1,372
32
$1.82M 0.76%
25,271
+430
33
$1.77M 0.73%
7,348
+539
34
$1.74M 0.72%
62,970
-429
35
$1.66M 0.69%
31,595
-1,100
36
$1.62M 0.67%
9,739
+233
37
$1.55M 0.64%
6,859
-26
38
$1.55M 0.64%
35,489
+8,182
39
$1.48M 0.61%
1,666
40
$1.46M 0.61%
18,104
-17,024
41
$1.39M 0.57%
53,856
-182
42
$1.38M 0.57%
5,441
43
$1.37M 0.57%
62,149
+35,271
44
$1.29M 0.53%
10,632
-498
45
$1.28M 0.53%
2,224
+1
46
$1.26M 0.52%
66,642
47
$1.03M 0.43%
8,803
-7,945
48
$1.03M 0.43%
12,191
+651
49
$1.03M 0.43%
45,022
-2,094
50
$973K 0.4%
2,813
+6