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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.44M
3 +$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1 +$1.03M
2 +$794K
3 +$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$446K 0.21%
24,305
-728
77
$382K 0.18%
3,347
78
$379K 0.18%
2,219
+5
79
$366K 0.18%
17,679
-2,121
80
$356K 0.17%
3,526
-79
81
$349K 0.17%
19,851
-10,163
82
$343K 0.17%
3,548
-4,676
83
$333K 0.16%
25,187
-6,816
84
$322K 0.15%
1,529
+20
85
$310K 0.15%
6,309
-6,853
86
$299K 0.14%
2,349
-374
87
$294K 0.14%
560
+85
88
$290K 0.14%
25,145
+10
89
$289K 0.14%
754
+2
90
$284K 0.14%
388
91
$274K 0.13%
5,490
-935
92
$270K 0.13%
755
-100
93
$257K 0.12%
5,921
94
$255K 0.12%
10,413
95
$254K 0.12%
30,003
-8,524
96
$248K 0.12%
11,270
97
$245K 0.12%
5,544
-1,101
98
$226K 0.11%
11,153
-1,214
99
$218K 0.1%
2,729
100
$216K 0.1%
2,308
-285