AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
This Quarter Return
+2.48%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+4.5%)
Cap. Flow
+$2.53M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
34.1%
Holding
148
New
15
Increased
34
Reduced
40
Closed
3
Top Buys
| 1 |
DuPont de Nemours
DD
|
$421K |
| 2 |
Omega Healthcare
OHI
|
$258K |
| 3 |
Reaves Utility Income Fund
UTG
|
$239K |
| 4 |
Brookfield Infrastructure Partners
BIP
|
$235K |
| 5 |
Truist Financial
TFC
|
$230K |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$292K |
| 2 |
Philip Morris
PM
|
$218K |
| 3 |
JPMorgan Chase
JPM
|
$188K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$142K |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$129K |
Sector Composition
| 1 | Financials | 8.47% |
| 2 | Consumer Discretionary | 6.77% |
| 3 | Real Estate | 6.28% |
| 4 | Healthcare | 6.13% |
| 5 | Utilities | 6.09% |
