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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.44M
3 +$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1 +$1.03M
2 +$794K
3 +$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.01M 0.48%
11,140
-830
52
$966K 0.46%
2,786
-2,292
53
$934K 0.45%
2,800
+5
54
$851K 0.41%
10,115
-48
55
$836K 0.4%
46,042
-15,811
56
$807K 0.39%
4,183
+737
57
$801K 0.38%
3,081
+280
58
$796K 0.38%
820
+5
59
$795K 0.38%
12,435
+623
60
$783K 0.38%
41,778
+8,545
61
$775K 0.37%
16,599
+487
62
$754K 0.36%
7,196
-317
63
$683K 0.33%
25,349
+11,356
64
$675K 0.32%
8,419
-1,107
65
$618K 0.3%
9,990
-1,470
66
$610K 0.29%
3,554
-1,150
67
$606K 0.29%
14,862
-2,926
68
$585K 0.28%
8,547
69
$554K 0.27%
7,470
70
$525K 0.25%
4,263
-1,075
71
$521K 0.25%
82,832
+26,846
72
$518K 0.25%
1,077
73
$501K 0.24%
2,779
-400
74
$465K 0.22%
1,718
-150
75
$457K 0.22%
11,338
-36