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
-$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.77M
3
+$1.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.43M

Top Sells

1
+$4.82M
2
+$1.31M
3
+$944K
4
FIF
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
+$621K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$573K

Sector Composition

1 Utilities 6.49%
2 Financials 5.96%
3 Consumer Discretionary 5.37%
4 Technology 5.12%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.16%
5,293
-224
102
$274K 0.16%
2,140
-219
103
$269K 0.15%
5,743
104
$260K 0.15%
+13,012
105
$254K 0.14%
8,137
-1,412
106
$246K 0.14%
2,464
-200
107
$236K 0.13%
2,303
-585
108
$224K 0.13%
+2,210
109
$209K 0.12%
4,725
-300
110
$203K 0.11%
+2,895
111
$203K 0.11%
1,710
112
$198K 0.11%
475
113
$186K 0.11%
2,530
+1
114
$186K 0.11%
905
115
$186K 0.11%
+3,750
116
$179K 0.1%
1,662
117
$162K 0.09%
9,084
+18
118
$141K 0.08%
555
119
$125K 0.07%
1,155
+799
120
$110K 0.06%
5,105
+109
121
$96K 0.05%
+753
122
$85K 0.05%
+1,930
123
$83K 0.05%
766
-100
124
$82K 0.05%
4,360
125
$74K 0.04%
495
3 4
5
6 7