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
$111M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$575K
2 +$264K
3 +$202K
4
LLY icon
Eli Lilly
LLY
+$200K
5
BBDC icon
Barings BDC
BBDC
+$176K

Sector Composition

1 Financials 7.66%
2 Consumer Discretionary 6.94%
3 Real Estate 6.04%
4 Utilities 6.04%
5 Technology 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$760K 0.69%
12,394
-69
52
$705K 0.64%
4,805
53
$695K 0.63%
30,150
-600
54
$629K 0.57%
18,050
-1,000
55
$626K 0.57%
36,708
-291
56
$613K 0.55%
5,200
57
$605K 0.55%
18,950
+1,300
58
$568K 0.51%
5,160
-132
59
$556K 0.5%
8,720
+200
60
$515K 0.47%
+21,150
61
$491K 0.44%
27,648
+498
62
$481K 0.44%
12,675
-250
63
$478K 0.43%
20,651
+10
64
$465K 0.42%
25,760
-5,669
65
$463K 0.42%
3,945
+412
66
$455K 0.41%
1,694
-20
67
$436K 0.39%
1,634
-123
68
$382K 0.35%
5,078
+223
69
$364K 0.33%
20,860
+1,200
70
$339K 0.31%
6,015
71
$337K 0.3%
13,243
+7
72
$330K 0.3%
2,297
-721
73
$326K 0.29%
4,800
-100
74
$319K 0.29%
+1,850
75
$317K 0.29%
10,250
+2,700