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
$117M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$373K
3 +$294K
4
ARKK icon
ARK Innovation ETF
ARKK
+$209K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1 +$911K
2 +$632K
3 +$476K
4
PGR icon
Progressive
PGR
+$450K
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$434K

Sector Composition

1 Utilities 7.42%
2 Consumer Discretionary 7.06%
3 Financials 6.78%
4 Technology 6.5%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$320K 0.27%
1
77
$306K 0.26%
10,235
-1,100
78
$295K 0.25%
21,978
79
$294K 0.25%
+13,632
80
$280K 0.24%
4,416
-499
81
$261K 0.22%
16,760
82
$244K 0.21%
2,500
83
$243K 0.21%
8,962
-83
84
$243K 0.21%
1,137
85
$236K 0.2%
2,884
86
$232K 0.2%
5,777
+3,420
87
$223K 0.19%
803
88
$220K 0.19%
4,243
89
$213K 0.18%
2,607
+1,201
90
$206K 0.18%
+5,908
91
$202K 0.17%
+6,375
92
$201K 0.17%
985
93
$199K 0.17%
935
-200
94
$199K 0.17%
917
95
$196K 0.17%
15,909
-306
96
$191K 0.16%
4,272
97
$179K 0.15%
575
98
$170K 0.15%
5,490
-132
99
$169K 0.14%
1,433
100
$139K 0.12%
925