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
$189M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.23M
3
+$718K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EXTR icon
Extreme Networks
EXTR
+$443K

Top Sells

1
+$399K
2
+$343K
3
+$245K
4
SO icon
Southern Company
SO
+$210K
5
AAPL icon
Apple
AAPL
+$144K

Sector Composition

1 Real Estate 5.83%
2 Financials 4.08%
3 Utilities 3.35%
4 Communication Services 3.29%
5 Technology 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$898K 0.47%
3,446
+171
52
$897K 0.47%
17,610
+1,843
53
$866K 0.46%
5,440
+4
54
$830K 0.44%
8,224
+436
55
$813K 0.43%
2,795
+7
56
$792K 0.42%
7,513
+1,622
57
$790K 0.42%
10,163
-23
58
$744K 0.39%
16,112
-706
59
$717K 0.38%
11,812
+1,858
60
$702K 0.37%
17,788
-2,410
61
$667K 0.35%
9,526
-907
62
$664K 0.35%
2,801
+2
63
$658K 0.35%
33,233
+4,125
64
$656K 0.35%
11,460
65
$626K 0.33%
5,338
-7
66
$619K 0.33%
13,162
-2,782
67
$617K 0.33%
815
+1
68
$593K 0.31%
11,970
+240
69
$578K 0.31%
1,538
+54
70
$525K 0.28%
7,470
71
$504K 0.27%
30,014
-2,678
72
$494K 0.26%
8,547
+35
73
$483K 0.26%
3,179
+75
74
$471K 0.25%
1,868
75
$471K 0.25%
1,077
1 2
3
4 5