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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.33%
6,385
-610
77
$512K 0.32%
5,666
78
$491K 0.31%
10,578
+1,005
79
$460K 0.29%
3,248
80
$460K 0.29%
3,603
+1,595
81
$457K 0.29%
4,075
-200
82
$439K 0.28%
5,369
-123
83
$424K 0.27%
2,580
84
$420K 0.26%
18,390
-2,474
85
$418K 0.26%
9,627
+200
86
$411K 0.26%
1
87
$388K 0.24%
985
88
$383K 0.24%
3,503
89
$372K 0.23%
2,616
-309
90
$369K 0.23%
8,497
91
$366K 0.23%
7,050
+967
92
$362K 0.23%
20,898
-6,060
93
$352K 0.22%
5,488
-2
94
$348K 0.22%
10,385
+678
95
$345K 0.22%
7,155
+977
96
$343K 0.22%
2,500
97
$328K 0.21%
15,560
98
$321K 0.2%
5,743
99
$306K 0.19%
10,197
-1,336
100
$290K 0.18%
3,539
+1,689
2 3
4
5 6