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
$100M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$214K
3
+$182K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$167K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$154K

Top Sells

1
+$411K
2
+$310K
3
+$285K
4
WFC icon
Wells Fargo
WFC
+$216K
5
XOM icon
Exxon Mobil
XOM
+$215K

Sector Composition

1 Financials 9.12%
2 Consumer Discretionary 7.34%
3 Real Estate 6.31%
4 Healthcare 6.28%
5 Utilities 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.31%
8,210
77
$301K 0.3%
4,520
+112
78
$294K 0.29%
13,231
-1,200
79
$288K 0.29%
18,260
+4
80
$286K 0.29%
11,497
-1,000
81
$283K 0.28%
8,593
82
$265K 0.26%
28,242
-4,344
83
$260K 0.26%
2,300
-100
84
$251K 0.25%
8,000
85
$243K 0.24%
6,474
86
$236K 0.24%
3,795
87
$236K 0.24%
6,015
88
$233K 0.23%
4,500
89
$230K 0.23%
2,017
90
$214K 0.21%
+8,000
91
$209K 0.21%
4,669
92
$179K 0.18%
12,000
-400
93
$172K 0.17%
1,885
94
$165K 0.16%
1,433
95
$151K 0.15%
2,188
+90
96
$146K 0.15%
3,365
-2,000
97
$142K 0.14%
1,050
+200
98
$136K 0.14%
6,867
-550
99
$134K 0.13%
970
+200
100
$125K 0.12%
911
2 3
4
5 6