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
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
Deere & Co
DE
+$103K

Sector Composition

1 Technology 7.32%
2 Financials 6.94%
3 Consumer Discretionary 6.48%
4 Utilities 6.19%
5 Real Estate 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$501K 0.3%
5,492
-42
77
$495K 0.3%
14,430
+1,287
78
$484K 0.29%
4,275
-245
79
$478K 0.29%
20,864
-120
80
$467K 0.28%
26,958
+1,764
81
$457K 0.28%
2,925
82
$450K 0.27%
9,573
+552
83
$445K 0.27%
3,248
-960
84
$444K 0.27%
2,580
85
$419K 0.25%
1
86
$419K 0.25%
11,533
-9
87
$402K 0.24%
4,349
+2,838
88
$399K 0.24%
9,427
-566
89
$388K 0.23%
985
+725
90
$385K 0.23%
3,503
91
$368K 0.22%
5,490
92
$363K 0.22%
8,497
93
$338K 0.2%
2,500
94
$330K 0.2%
6,083
+495
95
$327K 0.2%
5,743
96
$326K 0.2%
15,560
-500
97
$323K 0.2%
9,707
+801
98
$322K 0.19%
6,178
+1,070
99
$302K 0.18%
1,137
100
$300K 0.18%
4,127
2 3
4
5 6