AIA

Armor Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$308K
3
+$293K
4
D icon
Dominion Energy
D
+$205K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$153K

Top Sells

1
+$239K
2
+$231K
3
+$162K
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$155K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$144K

Sector Composition

1 Financials 8.49%
2 Consumer Discretionary 6.59%
3 Utilities 6.48%
4 Technology 6.03%
5 Real Estate 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.02%
439
127
$25K 0.02%
775
128
$24K 0.02%
734
129
$20K 0.02%
800
130
$19K 0.02%
142
131
$17K 0.02%
200
-100
132
$17K 0.02%
320
133
$16K 0.01%
175
134
$15K 0.01%
215
135
$13K 0.01%
300
-200
136
$12K 0.01%
236
+40
137
$10K 0.01%
900
138
$8K 0.01%
76
139
$7K 0.01%
372
140
$7K 0.01%
58
141
$5K ﹤0.01%
222
-88
142
$3K ﹤0.01%
135
143
$2K ﹤0.01%
50
144
$2K ﹤0.01%
63
145
$1K ﹤0.01%
13
146
$1K ﹤0.01%
20
147
– –
-5,800
148
– –
-1,400
149
$0 ﹤0.01%
8
150
– –
-1,523
3 4 5
6
7