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
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$315K
3
+$282K
4
D icon
Dominion Energy
D
+$215K
5
SO icon
Southern Company
SO
+$156K

Top Sells

1
+$240K
2
+$220K
3
+$163K
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$155K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$146K

Sector Composition

1 Financials 8.49%
2 Consumer Discretionary 6.59%
3 Utilities 6.48%
4 Technology 6.03%
5 Real Estate 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.63%
10,827
-323
52
$701K 0.63%
5,200
53
$687K 0.62%
37,545
+2,997
54
$686K 0.62%
12,394
55
$633K 0.57%
17,750
-300
56
$630K 0.57%
29,200
+1,100
57
$627K 0.56%
4,697
-4
58
$573K 0.51%
23,550
+1,500
59
$535K 0.48%
29,088
+928
60
$499K 0.45%
1,829
-165
61
$494K 0.44%
12,675
62
$490K 0.44%
7,820
63
$463K 0.42%
4,346
-681
64
$452K 0.41%
2,434
+180
65
$452K 0.41%
23,100
-500
66
$438K 0.39%
24,791
-969
67
$438K 0.39%
4,048
68
$416K 0.37%
1,534
-100
69
$415K 0.37%
13,400
+2,200
70
$370K 0.33%
16,358
-3,593
71
$340K 0.31%
5,022
-279
72
$339K 0.3%
1,395
+180
73
$332K 0.3%
5,615
74
$328K 0.29%
1,759
+342
75
$328K 0.29%
2,955
1 2
3
4 5