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
$117M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$373K
3 +$294K
4
ARKK icon
ARK Innovation ETF
ARKK
+$209K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1 +$911K
2 +$632K
3 +$476K
4
PGR icon
Progressive
PGR
+$450K
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$434K

Sector Composition

1 Utilities 7.42%
2 Consumer Discretionary 7.06%
3 Financials 6.78%
4 Technology 6.5%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$136K 0.12%
+6,903
102
$122K 0.1%
1,732
-407
103
$117K 0.1%
1,837
-505
104
$88K 0.08%
2,000
105
$77K 0.07%
1,750
106
$69K 0.06%
866
107
$61K 0.05%
4,590
108
$54K 0.05%
700
109
$50K 0.04%
840
-32
110
$48K 0.04%
639
111
$45K 0.04%
1,633
112
$39K 0.03%
+307
113
$37K 0.03%
420
114
$36K 0.03%
1,000
115
$31K 0.03%
700
116
$26K 0.02%
+1,200
117
$23K 0.02%
400
118
$22K 0.02%
951
119
$21K 0.02%
+320
120
$20K 0.02%
+269
121
$19K 0.02%
320
122
$18K 0.02%
729
123
$13K 0.01%
+200
124
$13K 0.01%
215
125
$13K 0.01%
130