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
$111M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$575K
2 +$264K
3 +$202K
4
LLY icon
Eli Lilly
LLY
+$200K
5
BBDC icon
Barings BDC
BBDC
+$176K

Sector Composition

1 Financials 7.66%
2 Consumer Discretionary 6.94%
3 Real Estate 6.04%
4 Utilities 6.04%
5 Technology 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$154K 0.14%
11,400
-600
102
$139K 0.13%
911
103
$127K 0.11%
1,805
104
$123K 0.11%
1,598
-100
105
$115K 0.1%
+2,300
106
$97K 0.09%
5,680
107
$94K 0.09%
+2,000
108
$85K 0.08%
+2,940
109
$85K 0.08%
1,828
+1,003
110
$83K 0.08%
+1,261
111
$80K 0.07%
1,700
112
$79K 0.07%
1,650
-1,715
113
$75K 0.07%
925
114
$69K 0.06%
900
115
$60K 0.05%
2,876
+240
116
$58K 0.05%
1,072
117
$51K 0.05%
1,400
118
$43K 0.04%
1,120
-560
119
$39K 0.04%
+435
120
$36K 0.03%
420
-100
121
$33K 0.03%
1,187
+4
122
$31K 0.03%
539
123
$26K 0.02%
300
+100
124
$26K 0.02%
775
125
$25K 0.02%
734