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
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.28%
10,061
-632
77
$400K 0.28%
45,550
-2,800
78
$397K 0.28%
+814
79
$395K 0.28%
+2,337
80
$382K 0.27%
3,503
81
$379K 0.27%
25,008
+3,030
82
$365K 0.26%
11,128
+539
83
$348K 0.25%
+2,140
84
$348K 0.25%
1
85
$305K 0.22%
+8,497
86
$303K 0.21%
2,500
87
$301K 0.21%
+5,743
88
$299K 0.21%
3,112
+505
89
$296K 0.21%
5,490
90
$295K 0.21%
16,560
-200
91
$273K 0.19%
9,032
+70
92
$272K 0.19%
5,777
93
$270K 0.19%
1,137
94
$265K 0.19%
4,416
95
$247K 0.17%
+1,141
96
$242K 0.17%
6,565
+657
97
$240K 0.17%
2,884
98
$238K 0.17%
+8,084
99
$231K 0.16%
995
+60
100
$225K 0.16%
4,243
2 3
4
5 6