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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.44M
3 +$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1 +$1.03M
2 +$794K
3 +$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.1%
10,374
+12
102
$202K 0.1%
+1,834
103
$201K 0.1%
1,994
104
$189K 0.09%
800
105
$183K 0.09%
+4,750
106
$172K 0.08%
15,565
107
$153K 0.07%
3,736
+38
108
$141K 0.07%
521
109
$140K 0.07%
1,268
+20
110
$136K 0.07%
895
-668
111
$122K 0.06%
3,124
+60
112
$107K 0.05%
1,237
-418
113
$104K 0.05%
456
114
$101K 0.05%
4,360
115
$81.7K 0.04%
17,022
116
$81.4K 0.04%
620
-133
117
$77.2K 0.04%
495
118
$69.7K 0.03%
826
+45
119
$68.9K 0.03%
1,027
+92
120
$66.1K 0.03%
1,240
121
$61.4K 0.03%
935
122
$60.1K 0.03%
668
123
$56.6K 0.03%
775
124
$53.4K 0.03%
1,300
125
$52.9K 0.03%
681
-19