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
$111M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$315K
3
+$282K
4
D icon
Dominion Energy
D
+$215K
5
SO icon
Southern Company
SO
+$156K

Top Sells

1
+$240K
2
+$220K
3
+$163K
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$155K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$146K

Sector Composition

1 Financials 8.49%
2 Consumer Discretionary 6.59%
3 Utilities 6.48%
4 Technology 6.03%
5 Real Estate 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.28%
4,700
77
$315K 0.28%
+6,796
78
$315K 0.28%
5,010
+450
79
$312K 0.28%
2,346
80
$312K 0.28%
8,264
-30
81
$311K 0.28%
9,497
-2,000
82
$305K 0.27%
10,550
-100
83
$293K 0.26%
11,341
-100
84
$290K 0.26%
2,017
85
$285K 0.26%
4,500
86
$282K 0.25%
+1
87
$277K 0.25%
9,686
-200
88
$271K 0.24%
5,446
89
$262K 0.24%
24,234
+246
90
$248K 0.22%
4,914
-224
91
$245K 0.22%
5,150
+300
92
$225K 0.2%
2,500
93
$222K 0.2%
2,596
-300
94
$220K 0.2%
7,520
+101
95
$212K 0.19%
6,474
96
$209K 0.19%
2,440
-100
97
$207K 0.19%
4,131
98
$205K 0.18%
8,988
-168
99
$201K 0.18%
1,014
100
$198K 0.18%
12,400
-300
2 3
4
5 6