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
$154M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$785K
2 +$517K
3 +$430K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$413K
5
T icon
AT&T
T
+$300K

Top Sells

1 +$385K
2 +$231K
3 +$93.4K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$92.6K
5
TSM icon
TSMC
TSM
+$88.1K

Sector Composition

1 Technology 7.67%
2 Financials 6.97%
3 Consumer Discretionary 6.73%
4 Utilities 6.53%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$812K 0.53%
8,813
-185
52
$773K 0.5%
12,244
53
$717K 0.47%
29,934
+208
54
$714K 0.46%
7,744
-262
55
$663K 0.43%
2,882
+9
56
$663K 0.43%
12,745
57
$630K 0.41%
34,205
-23
58
$606K 0.39%
2,672
-412
59
$598K 0.39%
31,784
+2,066
60
$588K 0.38%
4,614
+6
61
$559K 0.36%
15,701
62
$556K 0.36%
45,410
-140
63
$546K 0.35%
1,377
64
$542K 0.35%
5,666
65
$534K 0.35%
16,797
+1,338
66
$533K 0.35%
1,340
67
$521K 0.34%
9,829
-232
68
$517K 0.34%
5,934
+834
69
$517K 0.34%
+2,500
70
$514K 0.33%
4,208
71
$503K 0.33%
814
72
$501K 0.33%
6,995
-50
73
$473K 0.31%
5,534
+108
74
$461K 0.3%
4,520
75
$455K 0.3%
2,925