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
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.27%
2,017
77
$302K 0.25%
+1,417
78
$296K 0.25%
5,664
-90
79
$272K 0.23%
7,069
-97
80
$266K 0.22%
11,783
-191
81
$259K 0.22%
2,337
82
$258K 0.22%
22,020
+1,590
83
$254K 0.21%
2,884
84
$240K 0.2%
5,674
-800
85
$239K 0.2%
4,824
-896
86
$239K 0.2%
2,500
87
$237K 0.2%
5,759
-1,107
88
$235K 0.2%
5,050
89
$229K 0.19%
4,771
+401
90
$227K 0.19%
1,137
91
$223K 0.19%
16,450
92
$219K 0.18%
2,555
-400
93
$218K 0.18%
4,260
-400
94
$213K 0.18%
4,345
95
$211K 0.18%
+1,014
96
$209K 0.18%
6,744
-1,800
97
$208K 0.18%
2,140
-100
98
$204K 0.17%
+7,980
99
$202K 0.17%
4,243
100
$200K 0.17%
+1,810
2 3
4
5 6