AIA

Armor Investment Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
Deere & Co
DE
+$103K

Sector Composition

1 Technology 7.32%
2 Financials 6.94%
3 Consumer Discretionary 6.48%
4 Utilities 6.19%
5 Real Estate 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.55%
9,957
+1,144
52
$818K 0.49%
12,244
53
$804K 0.49%
8,047
-581
54
$779K 0.47%
7,692
-52
55
$731K 0.44%
29,117
-817
56
$708K 0.43%
35,890
+4,106
57
$693K 0.42%
12,895
+150
58
$689K 0.42%
2,888
+6
59
$679K 0.41%
20,665
+3,868
60
$675K 0.41%
1,571
+231
61
$657K 0.4%
44,210
-1,200
62
$631K 0.38%
4,505
-109
63
$616K 0.37%
7,000
+1,066
64
$609K 0.37%
35,535
+1,330
65
$606K 0.37%
2,671
-1
66
$594K 0.36%
9,750
-79
67
$589K 0.36%
1,377
68
$581K 0.35%
6,995
69
$562K 0.34%
814
70
$561K 0.34%
4,807
+1,223
71
$557K 0.34%
2,500
72
$556K 0.34%
5,666
73
$540K 0.33%
15,701
74
$536K 0.32%
2,337
75
$501K 0.3%
5,492
-42
1 2
3
4 5