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
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.57%
29,590
-578
52
$670K 0.57%
10,046
+1
53
$654K 0.55%
16,750
54
$617K 0.52%
7,570
-150
55
$609K 0.51%
37,292
+1,408
56
$597K 0.5%
4,529
57
$558K 0.47%
12,294
58
$556K 0.47%
3,281
+47
59
$551K 0.47%
2,858
60
$532K 0.45%
20,194
-400
61
$519K 0.44%
13,365
-25
62
$467K 0.39%
22,385
-1,650
63
$449K 0.38%
4,120
-12
64
$449K 0.38%
5,615
65
$448K 0.38%
12,200
66
$442K 0.37%
1,510
67
$438K 0.37%
4,800
-557
68
$437K 0.37%
1,483
-1,561
69
$408K 0.34%
9,497
70
$387K 0.33%
3,389
-515
71
$349K 0.29%
9,750
72
$330K 0.28%
5,390
+530
73
$330K 0.28%
10,309
-200
74
$321K 0.27%
4,500
75
$318K 0.27%
1
1 2
3
4 5