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
$101M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Sells

1 +$610K
2 +$258K
3 +$236K
4
WBK
Westpac Banking Corporation
WBK
+$214K
5
TFC icon
Truist Financial
TFC
+$209K

Sector Composition

1 Financials 8.92%
2 Consumer Discretionary 7.1%
3 Real Estate 6.4%
4 Healthcare 5.99%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$676K 0.67%
11,333
-98
52
$670K 0.67%
3,971
53
$638K 0.63%
8,520
+100
54
$617K 0.61%
18,550
+1,200
55
$617K 0.61%
32,188
-488
56
$598K 0.59%
5,357
-33
57
$569K 0.57%
7,071
58
$536K 0.53%
5,200
59
$518K 0.52%
34,443
+9,009
60
$502K 0.5%
14,630
+4,900
61
$486K 0.48%
16,900
+2,300
62
$454K 0.45%
20,941
+8
63
$450K 0.45%
12,925
64
$431K 0.43%
26,850
-1,248
65
$425K 0.42%
5,446
-334
66
$425K 0.42%
1,757
67
$424K 0.42%
10,641
-100
68
$404K 0.4%
1,659
+29
69
$391K 0.39%
12,241
+400
70
$360K 0.36%
12,800
-100
71
$338K 0.34%
4,520
72
$334K 0.33%
2,678
+51
73
$325K 0.32%
4,900
74
$319K 0.32%
11,497
75
$310K 0.31%
13,236
+5