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
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
Deere & Co
DE
+$103K

Sector Composition

1 Technology 7.32%
2 Financials 6.94%
3 Consumer Discretionary 6.48%
4 Utilities 6.19%
5 Real Estate 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$298K 0.18%
16,340
-370
102
$284K 0.17%
18,092
+465
103
$270K 0.16%
998
-5
104
$265K 0.16%
4,179
-239
105
$257K 0.16%
2,008
+539
106
$244K 0.15%
2,884
107
$243K 0.15%
4,247
108
$243K 0.15%
985
109
$240K 0.15%
753
110
$235K 0.14%
1,890
111
$229K 0.14%
575
112
$226K 0.14%
1,424
-9
113
$226K 0.14%
3,936
114
$225K 0.14%
6,075
115
$217K 0.13%
800
-17
116
$216K 0.13%
5,516
117
$212K 0.13%
925
118
$203K 0.12%
+2,605
119
$202K 0.12%
991
-14
120
$201K 0.12%
2,554
+717
121
$189K 0.11%
800
122
$180K 0.11%
1,594
-102
123
$162K 0.1%
6,237
+6
124
$162K 0.1%
9,318
+4,728
125
$143K 0.09%
635
3 4
5
6 7