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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.53%
11,773
+1,436
52
$873K 0.53%
16,858
-4,769
53
$769K 0.47%
7,623
-668
54
$763K 0.46%
18,581
+3,720
55
$736K 0.45%
77,920
+15,462
56
$735K 0.45%
16,449
+2,812
57
$720K 0.44%
9,702
+362
58
$719K 0.44%
5,432
+2
59
$715K 0.43%
9,786
-88
60
$662K 0.4%
3,135
-397
61
$642K 0.39%
11,460
-1,310
62
$631K 0.38%
3,252
+93
63
$631K 0.38%
5,568
-387
64
$590K 0.36%
814
65
$568K 0.34%
9,996
+186
66
$563K 0.34%
27,989
+2,331
67
$558K 0.34%
5,363
-865
68
$499K 0.3%
1,465
+45
69
$490K 0.3%
11,580
-850
70
$477K 0.29%
29,904
+1,404
71
$471K 0.29%
35,238
-2,126
72
$460K 0.28%
8,512
+15
73
$453K 0.27%
1,868
-260
74
$439K 0.27%
1,077
+20
75
$396K 0.24%
11,722
-940
1 2
3
4 5