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
$177M
AUM Growth
-$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.77M
3
+$1.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.43M

Top Sells

1
+$4.82M
2
+$1.31M
3
+$944K
4
FIF
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
+$621K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$573K

Sector Composition

1 Utilities 6.49%
2 Financials 5.96%
3 Consumer Discretionary 5.37%
4 Technology 5.12%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.5%
3,444
-211
52
$880K 0.5%
12,050
53
$859K 0.49%
15,401
-782
54
$847K 0.48%
10,289
+2,376
55
$844K 0.48%
4,682
-664
56
$821K 0.46%
7,847
-1,657
57
$785K 0.44%
8,951
+929
58
$784K 0.44%
2,931
-278
59
$778K 0.44%
15,678
+2,871
60
$743K 0.42%
8,771
+551
61
$738K 0.42%
12,770
-1,310
62
$693K 0.39%
6,935
-1,341
63
$685K 0.39%
8,904
+3,730
64
$680K 0.38%
6,169
-784
65
$670K 0.38%
12,455
+1,729
66
$669K 0.38%
2,337
67
$665K 0.38%
19,246
+3,211
68
$649K 0.37%
11,716
+1,748
69
$646K 0.37%
5,666
70
$639K 0.36%
6,515
-1,085
71
$583K 0.33%
4,678
+1,231
72
$567K 0.32%
1,255
73
$563K 0.32%
4,327
-532
74
$555K 0.31%
16,162
+3,705
75
$544K 0.31%
814
1 2
3
4 5