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
$115M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.06M
3 +$551K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$346K
5
AMZN icon
Amazon
AMZN
+$287K

Top Sells

1 +$2.46M
2 +$649K
3 +$576K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$138K
5
NMFC icon
New Mountain Finance
NMFC
+$68K

Sector Composition

1 Financials 7.35%
2 Technology 7.21%
3 Utilities 7.15%
4 Consumer Discretionary 6.78%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$160K 0.14%
575
102
$146K 0.13%
2,139
-113
103
$143K 0.12%
2,342
-129
104
$132K 0.11%
925
105
$114K 0.1%
1,406
-40
106
$86K 0.07%
2,000
107
$85K 0.07%
2,357
+1,983
108
$70K 0.06%
1,750
109
$68K 0.06%
866
110
$56K 0.05%
4,590
111
$49K 0.04%
872
112
$48K 0.04%
700
-200
113
$44K 0.04%
639
114
$43K 0.04%
1,633
115
$36K 0.03%
420
116
$35K 0.03%
1,000
117
$30K 0.03%
+700
118
$21K 0.02%
400
119
$19K 0.02%
951
+151
120
$19K 0.02%
320
121
$18K 0.02%
729
122
$13K 0.01%
215
123
$13K 0.01%
130
124
$12K 0.01%
86
125
$9K 0.01%
81
+1