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
$147M
AUM Growth
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.36M
3
+$1.29M
4
HR icon
Healthcare Realty
HR
+$1.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$883K

Top Sells

1
+$2.77M
2
+$1.02M
3
+$843K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$590K
5
INTC icon
Intel
INTC
+$504K

Sector Composition

1 Utilities 5.79%
2 Financials 5.76%
3 Consumer Discretionary 5.31%
4 Healthcare 4.99%
5 Real Estate 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$741K 0.5%
92,920
-127,550
52
$731K 0.5%
6,815
-245
53
$724K 0.49%
7,051
-495
54
$714K 0.49%
+16,754
55
$693K 0.47%
8,838
+154
56
$668K 0.46%
7,232
57
$667K 0.45%
5,740
+125
58
$650K 0.44%
14,877
+1,881
59
$646K 0.44%
12,770
60
$620K 0.42%
8,157
-513
61
$616K 0.42%
9,919
-132
62
$611K 0.42%
5,974
-162
63
$593K 0.4%
30,393
+17,773
64
$590K 0.4%
49,657
-14,621
65
$575K 0.39%
50,784
-2,769
66
$570K 0.39%
14,248
-803
67
$558K 0.38%
36,354
-6,168
68
$551K 0.38%
2,669
-775
69
$507K 0.35%
13,301
+5,757
70
$500K 0.34%
7,077
+1,763
71
$499K 0.34%
4,200
-3
72
$491K 0.33%
10,116
+1,838
73
$488K 0.33%
3,745
-737
74
$486K 0.33%
2,400
-400
75
$471K 0.32%
10,718
-875
1 2
3
4 5