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
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.16%
917
102
$221K 0.16%
+1,890
103
$220K 0.16%
+987
104
$220K 0.16%
985
105
$219K 0.15%
+4,127
106
$218K 0.15%
4,247
-25
107
$216K 0.15%
15,809
-100
108
$213K 0.15%
803
109
$210K 0.15%
6,375
110
$209K 0.15%
+4,490
111
$203K 0.14%
575
112
$196K 0.14%
1,433
113
$181K 0.13%
925
114
$161K 0.11%
6,707
-196
115
$156K 0.11%
1,696
-36
116
$134K 0.09%
1,837
117
$91K 0.06%
2,000
118
$90K 0.06%
1,750
119
$89K 0.06%
+260
120
$74K 0.05%
866
121
$70K 0.05%
4,590
122
$65K 0.05%
+335
123
$63K 0.04%
700
124
$61K 0.04%
840
125
$58K 0.04%
1,633
3 4
5
6 7