AIA

Armor Investment Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.13M
3
+$2.81M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$986K

Top Sells

1
+$1.86M
2
+$1.38M
3
+$1.37M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
FDX icon
FedEx
FDX
+$1.14M

Sector Composition

1 Real Estate 4.28%
2 Financials 3.39%
3 Communication Services 2.92%
4 Technology 2.58%
5 Utilities 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$197K 0.08%
23,018
-653
102
$195K 0.08%
800
103
$193K 0.08%
4,750
104
$186K 0.08%
15,565
105
$174K 0.07%
6,913
106
$147K 0.06%
521
107
$143K 0.06%
+14,600
108
$119K 0.05%
1,016
-287
109
$114K 0.05%
4,360
110
$108K 0.04%
456
111
$106K 0.04%
1,087
112
$89.9K 0.04%
2,126
+30
113
$88.1K 0.04%
620
114
$85.3K 0.04%
17,022
115
$83K 0.03%
495
116
$80.2K 0.03%
838
-14
117
$76.2K 0.03%
1,823
+35
118
$75.5K 0.03%
935
119
$68.9K 0.03%
973
-36
120
$68K 0.03%
668
121
$67.8K 0.03%
1,240
122
$59.6K 0.02%
1,300
123
$59.4K 0.02%
775
124
$55.5K 0.02%
277
125
$51.6K 0.02%
381
3 4
5
6 7