AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
-9.88%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$98.5M
AUM Growth
-$14M
(-12%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-2.5%
Top 10 Holdings %
Top 10 Hldgs %
34.83%
Holding
144
New
2
Increased
35
Reduced
39
Closed
11
Top Buys
| 1 |
AT&T
T
|
$377K |
| 2 |
Charles Schwab
SCHW
|
$201K |
| 3 |
Vodafone
VOD
|
$137K |
| 4 |
Intel
INTC
|
$115K |
| 5 |
Digital Realty Trust
DLR
|
$72.5K |
Top Sells
| 1 |
Barings BDC
BBDC
|
$821K |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$461K |
| 3 |
Apple
AAPL
|
$343K |
| 4 |
Schlumberger
SLB
|
$282K |
| 5 |
SWIR
Sierra Wireless
SWIR
|
$241K |
Sector Composition
| 1 | Financials | 7.54% |
| 2 | Utilities | 7.01% |
| 3 | Consumer Discretionary | 6.45% |
| 4 | Healthcare | 6.4% |
| 5 | Real Estate | 6.01% |
