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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$189K 0.11%
+1,563
102
$169K 0.1%
905
-4
103
$162K 0.1%
10,472
-1,500
104
$131K 0.08%
3,675
105
$128K 0.08%
521
-34
106
$104K 0.06%
2,983
107
$96.5K 0.06%
1,155
108
$94.1K 0.06%
11,450
109
$93.8K 0.06%
941
-7
110
$92.3K 0.06%
753
111
$84.3K 0.05%
4,581
112
$84.2K 0.05%
923
-710
113
$81.7K 0.05%
4,360
114
$68.5K 0.04%
495
115
$66.3K 0.04%
766
116
$65.7K 0.04%
+298
117
$57.4K 0.03%
404
118
$56.9K 0.03%
1,240
119
$54.2K 0.03%
775
120
$54K 0.03%
191
121
$51.4K 0.03%
1,300
122
$46.3K 0.03%
777
-8
123
$44.6K 0.03%
594
-1,398
124
$42.7K 0.03%
1,911
125
$38K 0.02%
513
3 4
5
6 7