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
$115M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.06M
3
+$551K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$346K
5
AMZN icon
Amazon
AMZN
+$287K

Top Sells

1
+$2.46M
2
+$649K
3
+$576K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$138K
5
NMFC icon
New Mountain Finance
NMFC
+$68K

Sector Composition

1 Financials 7.35%
2 Technology 7.21%
3 Utilities 7.15%
4 Consumer Discretionary 6.78%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$665K 0.58%
31,186
-1,029
52
$585K 0.51%
9,438
-12
53
$581K 0.5%
36,464
+905
54
$554K 0.48%
8,164
-676
55
$551K 0.48%
+2,861
56
$542K 0.47%
4,698
-203
57
$521K 0.45%
12,405
-236
58
$519K 0.45%
7,997
+400
59
$475K 0.41%
1,542
60
$455K 0.39%
5,210
+53
61
$454K 0.39%
12,765
-600
62
$450K 0.39%
5,615
63
$420K 0.36%
4,608
+212
64
$412K 0.36%
1,331
65
$401K 0.35%
17,876
-1,624
66
$384K 0.33%
2,337
67
$374K 0.32%
3,696
-199
68
$373K 0.32%
1,014
69
$370K 0.32%
7,145
70
$362K 0.31%
24,332
+8,676
71
$357K 0.31%
3,080
72
$356K 0.31%
4,500
73
$337K 0.29%
11,335
-100
74
$333K 0.29%
9,497
75
$326K 0.28%
10,789
+1,050
1 2
3
4 5