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
$177M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.24M
3
+$1.2M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.05M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M

Top Sells

1
+$1.13M
2
+$555K
3
+$440K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$416K
5
FTEC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.18%
8,515
+1,281
102
$291K 0.16%
2,359
-257
103
$289K 0.16%
5,743
104
$283K 0.16%
9,549
-648
105
$271K 0.15%
653
106
$268K 0.15%
4,319
+339
107
$264K 0.15%
9,612
+2,457
108
$238K 0.13%
15,008
+329
109
$237K 0.13%
2,664
-100
110
$237K 0.13%
1,710
111
$220K 0.12%
+2,797
112
$218K 0.12%
475
113
$204K 0.12%
+5,025
114
$201K 0.11%
905
-20
115
$199K 0.11%
2,529
-25
116
$190K 0.11%
1,662
+68
117
$172K 0.1%
2,950
-1,097
118
$171K 0.1%
9,066
+444
119
$148K 0.08%
555
120
$106K 0.06%
4,996
+577
121
$101K 0.06%
866
122
$89K 0.05%
4,360
123
$76K 0.04%
335
-400
124
$74K 0.04%
495
125
$73K 0.04%
1,633
3 4
5
6 7