AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
This Quarter Return
+6.45%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+11%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
34.58%
Holding
167
New
7
Increased
52
Reduced
56
Closed
8
Top Buys
| 1 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$2.68M |
| 2 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$2.24M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.2M |
| 4 |
ARK Innovation ETF
ARKK
|
$1.05M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.05M |
Top Sells
| 1 |
Broadstone Net Lease
BNL
|
$1.13M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$555K |
| 3 |
Vanguard S&P 500 Growth ETF
VOOG
|
$440K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$416K |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$340K |
Sector Composition
| 1 | Consumer Discretionary | 6.73% |
| 2 | Financials | 6.02% |
| 3 | Utilities | 5.92% |
| 4 | Technology | 5.85% |
| 5 | Real Estate | 4.97% |
