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
$100M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$214K
3
+$182K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$167K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$154K

Top Sells

1
+$411K
2
+$310K
3
+$285K
4
WFC icon
Wells Fargo
WFC
+$216K
5
XOM icon
Exxon Mobil
XOM
+$215K

Sector Composition

1 Financials 9.12%
2 Consumer Discretionary 7.34%
3 Real Estate 6.31%
4 Healthcare 6.28%
5 Utilities 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.68%
11,431
+2
52
$652K 0.65%
4,950
+100
53
$642K 0.64%
3,971
+300
54
$610K 0.61%
9,250
55
$597K 0.6%
5,390
-82
56
$596K 0.59%
8,420
+600
57
$555K 0.55%
7,071
-100
58
$540K 0.54%
17,350
+500
59
$535K 0.53%
5,200
60
$523K 0.52%
10,741
-100
61
$498K 0.5%
5,780
+650
62
$473K 0.47%
20,933
-300
63
$443K 0.44%
12,925
-500
64
$443K 0.44%
28,098
-240
65
$414K 0.41%
1,757
-170
66
$387K 0.39%
1,630
-150
67
$386K 0.38%
+14,600
68
$385K 0.38%
4,900
69
$378K 0.38%
25,434
+1,116
70
$370K 0.37%
11,841
+700
71
$342K 0.34%
12,900
-200
72
$337K 0.34%
11,122
-1,399
73
$316K 0.32%
3,933
-1,106
74
$313K 0.31%
9,730
+800
75
$312K 0.31%
2,627
1 2
3
4 5