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
$164M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.5M
3
+$891K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$814K
5
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$685K

Top Sells

1
+$2.42M
2
+$1.68M
3
+$1.66M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$988K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$422K

Sector Composition

1 Financials 5.88%
2 Consumer Discretionary 5.22%
3 Utilities 5.2%
4 Healthcare 5.12%
5 Real Estate 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$852K 0.52%
2,228
+975
52
$849K 0.52%
16,752
+1,875
53
$843K 0.51%
19,359
+2,605
54
$761K 0.46%
8,384
+227
55
$756K 0.46%
6,268
-547
56
$747K 0.45%
7,445
+213
57
$740K 0.45%
8,857
+19
58
$725K 0.44%
12,770
59
$720K 0.44%
12,287
+1,079
60
$715K 0.43%
6,856
-195
61
$707K 0.43%
5,450
-290
62
$672K 0.41%
14,106
-142
63
$666K 0.4%
9,874
-45
64
$660K 0.4%
5,597
-377
65
$649K 0.39%
8,492
+1,415
66
$649K 0.39%
3,406
+387
67
$643K 0.39%
3,714
+780
68
$627K 0.38%
34,032
-2,322
69
$597K 0.36%
23,819
+3,824
70
$597K 0.36%
4,236
+36
71
$587K 0.36%
2,400
72
$576K 0.35%
71,061
-21,859
73
$574K 0.35%
14,571
+1,270
74
$560K 0.34%
55,304
+4,520
75
$556K 0.34%
2,594
-75
1 2
3
4 5