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
$117M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$373K
3
+$294K
4
ARKK icon
ARK Innovation ETF
ARKK
+$209K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1
+$911K
2
+$632K
3
+$476K
4
PGR icon
Progressive
PGR
+$450K
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$434K

Sector Composition

1 Utilities 7.42%
2 Consumer Discretionary 7.06%
3 Financials 6.78%
4 Technology 6.5%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.55%
9,787
+349
52
$640K 0.55%
8,910
+913
53
$633K 0.54%
16,063
-6,920
54
$591K 0.51%
2,867
+6
55
$567K 0.49%
8,086
-78
56
$547K 0.47%
4,705
+7
57
$474K 0.41%
35,313
-1,151
58
$473K 0.41%
12,765
59
$461K 0.4%
1,377
-165
60
$451K 0.39%
3,896
-712
61
$448K 0.38%
15,701
-2,175
62
$447K 0.38%
1,331
63
$447K 0.38%
28,496
+4,164
64
$408K 0.35%
15,257
+2,643
65
$392K 0.34%
5,656
+340
66
$389K 0.33%
4,500
67
$388K 0.33%
7,045
-100
68
$387K 0.33%
2,925
-155
69
$382K 0.33%
21,580
+4,720
70
$381K 0.33%
4,546
+603
71
$365K 0.31%
3,503
-193
72
$351K 0.3%
10,693
-1,712
73
$344K 0.29%
3,957
-1,253
74
$331K 0.28%
10,589
-200
75
$322K 0.28%
48,350
-1,000
1 2
3
4 5