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
$105M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$421K
2
+$258K
3
+$239K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$235K
5
TFC icon
Truist Financial
TFC
+$230K

Top Sells

1
+$292K
2
+$218K
3
+$188K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$142K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$129K

Sector Composition

1 Financials 8.47%
2 Consumer Discretionary 6.77%
3 Real Estate 6.28%
4 Healthcare 6.13%
5 Utilities 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.02%
200
127
$18K 0.02%
320
128
$18K 0.02%
142
129
$16K 0.02%
650
130
$16K 0.02%
175
131
$15K 0.01%
215
132
$9K 0.01%
900
133
$8K 0.01%
76
+1
134
$7K 0.01%
58
135
$6K 0.01%
248
-80
136
$6K 0.01%
372
137
$4K ﹤0.01%
+223
138
$3K ﹤0.01%
135
139
$3K ﹤0.01%
106
140
$2K ﹤0.01%
50
141
$2K ﹤0.01%
63
142
$2K ﹤0.01%
55
143
$1K ﹤0.01%
13
144
$1K ﹤0.01%
20
145
$0 ﹤0.01%
8
146
– –
-150
147
– –
-1,856
148
– –
-3,614
2 3 4 5
6