AIA

Armor Investment Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.13M
3
+$2.81M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$986K

Top Sells

1
+$1.86M
2
+$1.38M
3
+$1.37M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
FDX icon
FedEx
FDX
+$1.14M

Sector Composition

1 Real Estate 4.28%
2 Financials 3.39%
3 Communication Services 2.92%
4 Technology 2.58%
5 Utilities 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.17%
17,664
77
$395K 0.16%
8,790
-41,384
78
$389K 0.16%
9,382
-1,150
79
$378K 0.16%
25,145
80
$374K 0.15%
3,186
-161
81
$338K 0.14%
1,529
82
$331K 0.14%
2,878
-141
83
$328K 0.14%
560
84
$312K 0.13%
22,743
-727
85
$303K 0.13%
748
+4
86
$299K 0.12%
2,214
-5
87
$296K 0.12%
6,704
+20
88
$293K 0.12%
11,270
89
$292K 0.12%
5,495
90
$273K 0.11%
755
91
$250K 0.1%
10,792
-271
92
$236K 0.1%
5,643
-258
93
$228K 0.09%
2,729
94
$222K 0.09%
2,108
-248
95
$222K 0.09%
10,002
-375
96
$221K 0.09%
10,060
-2,086
97
$216K 0.09%
+1,833
98
$207K 0.09%
+1,987
99
$201K 0.08%
1,994
100
$200K 0.08%
+1,500
2 3
4
5 6