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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$888K 0.56%
11,352
+1,395
52
$827K 0.52%
2,893
+5
53
$782K 0.49%
8,299
-2,460
54
$759K 0.48%
7,648
-399
55
$750K 0.47%
7,537
-155
56
$725K 0.45%
23,773
+3,108
57
$724K 0.45%
12,244
58
$709K 0.44%
8,104
+1,104
59
$699K 0.44%
36,148
+258
60
$673K 0.42%
1,561
-10
61
$663K 0.42%
12,605
-290
62
$636K 0.4%
25,430
-3,687
63
$628K 0.39%
5,471
+664
64
$607K 0.38%
814
65
$599K 0.38%
4,511
+6
66
$595K 0.37%
8,774
-976
67
$591K 0.37%
1,377
68
$571K 0.36%
7,643
+3,294
69
$568K 0.36%
40,110
-4,100
70
$567K 0.36%
36,702
+1,167
71
$557K 0.35%
7,096
+253
72
$555K 0.35%
2,500
73
$546K 0.34%
16,675
+2,245
74
$540K 0.34%
2,337
75
$528K 0.33%
14,857
-844
1 2
3
4 5