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
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$195K 0.16%
7,427
+4,682
102
$190K 0.16%
3,355
103
$188K 0.16%
2,399
-20
104
$182K 0.15%
1,433
105
$171K 0.14%
985
106
$162K 0.14%
2,471
+129
107
$156K 0.13%
1,564
+10
108
$145K 0.12%
10,380
-370
109
$141K 0.12%
905
110
$121K 0.1%
575
111
$100K 0.08%
+3,125
112
$100K 0.08%
6,256
+2,864
113
$93K 0.08%
2,000
114
$92K 0.08%
2,150
+300
115
$85K 0.07%
+980
116
$82K 0.07%
3,706
+1,322
117
$78K 0.07%
896
118
$63K 0.05%
900
119
$54K 0.05%
4,590
+3,690
120
$49K 0.04%
872
121
$43K 0.04%
639
-200
122
$38K 0.03%
420
123
$31K 0.03%
1,200
124
$24K 0.02%
350
125
$22K 0.02%
729
-5
3 4
5
6 7