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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.18%
998
102
$275K 0.17%
18,092
103
$272K 0.17%
1,137
104
$246K 0.15%
14,679
-1,661
105
$240K 0.15%
+1,091
106
$240K 0.15%
1,621
-1,050
107
$240K 0.15%
+7,234
108
$237K 0.15%
5,517
+1
109
$232K 0.15%
+1,058
110
$227K 0.14%
4,047
-200
111
$224K 0.14%
2,764
-120
112
$224K 0.14%
1,790
-100
113
$216K 0.14%
3,980
-199
114
$214K 0.13%
653
-100
115
$209K 0.13%
+1,710
116
$202K 0.13%
925
117
$199K 0.12%
2,554
118
$191K 0.12%
475
-100
119
$189K 0.12%
800
120
$174K 0.11%
1,594
121
$161K 0.1%
735
+100
122
$149K 0.09%
8,622
-696
123
$137K 0.09%
555
-430
124
$103K 0.06%
657
-767
125
$96K 0.06%
4,419
+1,901
3 4
5
6 7