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
$101M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$219K
3
+$168K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$135K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$121K

Top Sells

1
+$610K
2
+$258K
3
+$236K
4
WBK
Westpac Banking Corporation
WBK
+$214K
5
TFC icon
Truist Financial
TFC
+$209K

Sector Composition

1 Financials 8.92%
2 Consumer Discretionary 7.1%
3 Real Estate 6.4%
4 Healthcare 5.99%
5 Utilities 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
106
127
$2K ﹤0.01%
135
128
$2K ﹤0.01%
50
129
$2K ﹤0.01%
63
-21
130
$2K ﹤0.01%
55
131
$1K ﹤0.01%
13
132
$1K ﹤0.01%
20
133
$0 ﹤0.01%
8
134
– –
-3,795
135
– –
-17
136
– –
-4,669
137
– –
-9,250
138
– –
-8,000
2 3 4 5
6