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
$115M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.06M
3 +$551K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$346K
5
AMZN icon
Amazon
AMZN
+$287K

Top Sells

1 +$2.46M
2 +$649K
3 +$576K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$138K
5
NMFC icon
New Mountain Finance
NMFC
+$68K

Sector Composition

1 Financials 7.35%
2 Technology 7.21%
3 Utilities 7.15%
4 Consumer Discretionary 6.78%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$324K 0.28%
8,118
+615
77
$322K 0.28%
3,943
+1,207
78
$319K 0.28%
5,316
+800
79
$307K 0.27%
12,614
+2,314
80
$303K 0.26%
4,915
-400
81
$300K 0.26%
49,350
-4,100
82
$297K 0.26%
16,860
+5,838
83
$287K 0.25%
+2,080
84
$271K 0.23%
21,978
85
$267K 0.23%
1
86
$249K 0.22%
9,045
-400
87
$246K 0.21%
16,215
+968
88
$238K 0.21%
16,760
-190
89
$231K 0.2%
4,243
90
$230K 0.2%
2,884
91
$217K 0.19%
+5,568
92
$204K 0.18%
+2,500
93
$203K 0.18%
1,135
-282
94
$201K 0.17%
+803
95
$200K 0.17%
+1,137
96
$191K 0.17%
5,622
97
$190K 0.16%
985
98
$183K 0.16%
4,272
99
$176K 0.15%
917
100
$161K 0.14%
1,433