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
$101M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Sells

1 +$610K
2 +$258K
3 +$236K
4
WBK
Westpac Banking Corporation
WBK
+$214K
5
TFC icon
Truist Financial
TFC
+$209K

Sector Composition

1 Financials 8.92%
2 Consumer Discretionary 7.1%
3 Real Estate 6.4%
4 Healthcare 5.99%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$70K 0.07%
1,700
102
$61K 0.06%
900
103
$57K 0.06%
1,680
104
$54K 0.05%
2,636
-200
105
$53K 0.05%
1,072
106
$41K 0.04%
520
107
$40K 0.04%
1,000
108
$28K 0.03%
1,123
-100
109
$25K 0.02%
775
110
$21K 0.02%
300
111
$20K 0.02%
800
112
$20K 0.02%
500
113
$18K 0.02%
200
114
$18K 0.02%
320
115
$17K 0.02%
142
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$16K 0.02%
650
117
$16K 0.02%
175
118
$15K 0.01%
215
119
$10K 0.01%
315
-100
120
$9K 0.01%
900
121
$8K 0.01%
75
122
$8K 0.01%
328
123
$7K 0.01%
58
124
$6K 0.01%
372
125
$5K 0.01%
150
-100