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
$110M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$283K
2
+$255K
3
+$224K
4
MDT icon
Medtronic
MDT
+$204K
5
ASML icon
ASML
ASML
+$201K

Top Sells

1
+$695K
2
+$203K
3
+$75.9K
4
BBDC icon
Barings BDC
BBDC
+$72.4K
5
RY icon
Royal Bank of Canada
RY
+$69.1K

Sector Composition

1 Financials 8.2%
2 Consumer Discretionary 6.64%
3 Utilities 6.08%
4 Technology 6.07%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28K 0.03%
+439
127
$26K 0.02%
300
128
$26K 0.02%
775
129
$25K 0.02%
300
130
$24K 0.02%
500
131
$24K 0.02%
734
132
$21K 0.02%
800
133
$17K 0.02%
320
134
$17K 0.02%
142
135
$16K 0.01%
175
136
$15K 0.01%
215
137
$12K 0.01%
+809
138
$10K 0.01%
196
139
$10K 0.01%
900
140
$8K 0.01%
310
141
$8K 0.01%
76
142
$7K 0.01%
372
143
$6K 0.01%
248
144
$6K 0.01%
58
145
$4K ﹤0.01%
223
146
$3K ﹤0.01%
135
147
$3K ﹤0.01%
106
148
$2K ﹤0.01%
50
149
$2K ﹤0.01%
63
150
$2K ﹤0.01%
55
3 4 5
6
7