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
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$784K 0.55%
8,998
+88
52
$759K 0.54%
12,244
53
$718K 0.51%
3,084
+821
54
$715K 0.5%
29,726
-860
55
$657K 0.46%
8,006
-80
56
$607K 0.43%
2,873
+6
57
$586K 0.41%
12,745
-20
58
$564K 0.4%
34,228
-1,085
59
$560K 0.4%
+5,666
60
$558K 0.39%
4,208
+312
61
$554K 0.39%
4,608
-97
62
$535K 0.38%
29,718
+1,222
63
$526K 0.37%
15,701
64
$515K 0.36%
1,377
65
$512K 0.36%
5,426
+1,469
66
$503K 0.36%
1,340
+9
67
$474K 0.33%
15,459
+202
68
$464K 0.33%
4,520
+20
69
$455K 0.32%
7,045
70
$448K 0.32%
23,584
+2,004
71
$445K 0.31%
5,100
+554
72
$438K 0.31%
2,925
73
$436K 0.31%
5,656
74
$414K 0.29%
+8,610
75
$412K 0.29%
11,335
+1,100
1 2
3
4 5