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
$105M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$258K
3
+$239K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$235K
5
TFC icon
Truist Financial
TFC
+$230K

Top Sells

1
+$292K
2
+$218K
3
+$188K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$142K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$129K

Sector Composition

1 Financials 8.47%
2 Consumer Discretionary 6.77%
3 Real Estate 6.28%
4 Healthcare 6.13%
5 Utilities 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.3%
8,210
+300
77
$311K 0.3%
8,293
-200
78
$291K 0.28%
6,015
79
$289K 0.27%
28,842
80
$275K 0.26%
12,800
81
$264K 0.25%
9,790
-851
82
$258K 0.25%
8,718
-805
83
$258K 0.25%
+8,100
84
$255K 0.24%
4,500
85
$252K 0.24%
2,017
86
$249K 0.24%
6,474
87
$239K 0.23%
+7,550
88
$235K 0.22%
+9,156
89
$230K 0.22%
+4,904
90
$227K 0.22%
+2,955
91
$226K 0.21%
+4,010
92
$208K 0.2%
+2,500
93
$202K 0.19%
+8,000
94
$200K 0.19%
+2,337
95
$187K 0.18%
1,225
+100
96
$177K 0.17%
1,885
97
$175K 0.17%
+7,150
98
$171K 0.16%
12,000
99
$170K 0.16%
1,433
100
$162K 0.15%
1,065
2 3
4
5 6