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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.22%
20,930
+1,848
77
$359K 0.22%
3,760
-179
78
$345K 0.21%
6,670
-6,256
79
$345K 0.21%
19,740
80
$338K 0.21%
12,344
+76
81
$328K 0.2%
40,099
-9,547
82
$323K 0.2%
3,347
-120
83
$323K 0.2%
40,437
+3,268
84
$291K 0.18%
2,810
-2,533
85
$283K 0.17%
2,174
+55
86
$269K 0.16%
11,258
+3,442
87
$259K 0.16%
2,211
+1
88
$257K 0.16%
7,683
-921
89
$250K 0.15%
6,021
+30
90
$245K 0.15%
804
-1,496
91
$243K 0.15%
5,025
+315
92
$230K 0.14%
742
-255
93
$229K 0.14%
11,708
-848
94
$225K 0.14%
+9,676
95
$215K 0.13%
11,270
96
$210K 0.13%
475
97
$206K 0.13%
+2,550
98
$198K 0.12%
2,729
99
$196K 0.12%
1,969
-1,214
100
$190K 0.12%
11,040
+3,237
2 3
4
5 6