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
$122M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$149K
3
+$140K
4
PFL
PIMCO Income Strategy Fund
PFL
+$79.9K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$79.4K

Top Sells

1
+$302K
2
+$237K
3
+$71.3K
4
BKCC
BlackRock Capital Investment Corporation
BKCC
+$68.8K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$60.1K

Sector Composition

1 Utilities 7.7%
2 Financials 7.58%
3 Consumer Discretionary 6.16%
4 Technology 6.13%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.57%
7,745
+175
52
$701K 0.57%
5,041
+512
53
$685K 0.56%
10,247
+201
54
$653K 0.53%
71,236
-896
55
$637K 0.52%
127,125
-13,739
56
$633K 0.52%
16,750
57
$623K 0.51%
12,294
58
$584K 0.48%
3,491
+210
59
$580K 0.47%
20,940
+746
60
$553K 0.45%
2,858
61
$517K 0.42%
13,365
62
$506K 0.41%
12,099
-101
63
$477K 0.39%
23,165
+780
64
$452K 0.37%
3,389
65
$449K 0.37%
5,164
+364
66
$448K 0.37%
1,510
67
$437K 0.36%
1,463
-20
68
$436K 0.36%
4,009
-111
69
$434K 0.36%
5,615
70
$386K 0.32%
9,497
71
$385K 0.32%
6,573
+1,183
72
$370K 0.3%
10,375
+66
73
$353K 0.29%
9,605
-145
74
$322K 0.26%
2,017
75
$318K 0.26%
4,500
1 2
3
4 5