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
$147M
AUM Growth
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.36M
3
+$1.29M
4
HR icon
Healthcare Realty
HR
+$1.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$883K

Top Sells

1
+$2.77M
2
+$1.02M
3
+$843K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$590K
5
INTC icon
Intel
INTC
+$504K

Sector Composition

1 Utilities 5.79%
2 Financials 5.76%
3 Consumer Discretionary 5.31%
4 Healthcare 4.99%
5 Real Estate 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.16%
8,708
+25
102
$231K 0.16%
1,100
103
$229K 0.16%
13,836
-4,387
104
$228K 0.16%
3,545
-1,260
105
$225K 0.15%
965
+70
106
$222K 0.15%
+839
107
$217K 0.15%
4,955
+1
108
$213K 0.15%
2,040
-100
109
$212K 0.14%
5,488
110
$211K 0.14%
2,413
-2,073
111
$196K 0.13%
23,274
+7,675
112
$188K 0.13%
2,628
-8,247
113
$168K 0.11%
1,597
-4,280
114
$149K 0.1%
905
115
$147K 0.1%
2,630
+82
116
$146K 0.1%
475
117
$124K 0.08%
555
118
$116K 0.08%
8,283
119
$110K 0.07%
7,916
+3,556
120
$105K 0.07%
5,397
+3,273
121
$101K 0.07%
+4,316
122
$93K 0.06%
4,865
123
$93K 0.06%
1,155
124
$86K 0.06%
985
-677
125
$74K 0.05%
1,482
-16,874
3 4
5
6 7