AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+4.54%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$100M
AUM Growth
+$3.47M
(+3.6%)
Cap. Flow
-$365K
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
143
New
2
Increased
40
Reduced
46
Closed
5
Top Buys
| 1 |
Vodafone
VOD
|
$386K |
| 2 |
WBK
Westpac Banking Corporation
WBK
|
$214K |
| 3 |
Barings BDC
BBDC
|
$182K |
| 4 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$167K |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$154K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$411K |
| 2 |
Aon
AON
|
$310K |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$285K |
| 4 |
Wells Fargo
WFC
|
$216K |
| 5 |
Exxon Mobil
XOM
|
$215K |
Sector Composition
| 1 | Financials | 9.12% |
| 2 | Consumer Discretionary | 7.34% |
| 3 | Real Estate | 6.31% |
| 4 | Healthcare | 6.28% |
| 5 | Utilities | 5.89% |
