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
$105M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$421K
2 +$258K
3 +$239K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$235K
5
TFC icon
Truist Financial
TFC
+$230K

Sector Composition

1 Financials 8.47%
2 Consumer Discretionary 6.77%
3 Real Estate 6.28%
4 Healthcare 6.13%
5 Utilities 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$706K 0.67%
11,235
-98
52
$667K 0.63%
4,805
-32
53
$655K 0.62%
19,050
+500
54
$629K 0.6%
16,255
+1,625
55
$603K 0.57%
31,429
-759
56
$599K 0.57%
8,520
57
$592K 0.56%
5,292
-65
58
$577K 0.55%
36,999
+2,556
59
$575K 0.55%
7,071
60
$571K 0.54%
5,200
61
$502K 0.48%
17,650
+750
62
$463K 0.44%
20,641
-300
63
$462K 0.44%
12,925
64
$453K 0.43%
27,150
+300
65
$441K 0.42%
1,757
66
$434K 0.41%
1,714
+55
67
$421K 0.4%
+3,018
68
$402K 0.38%
3,533
+855
69
$373K 0.35%
4,855
+335
70
$344K 0.33%
4,900
71
$341K 0.32%
12,241
72
$335K 0.32%
11,497
73
$331K 0.31%
19,660
+1,200
74
$327K 0.31%
13,236
75
$312K 0.3%
5,446