AIA

Armor Investment Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.02%
800
127
$18K 0.02%
320
128
$18K 0.02%
400
129
$17K 0.01%
+450
130
$16K 0.01%
215
131
$16K 0.01%
130
132
$13K 0.01%
300
133
$10K 0.01%
85
134
$9K 0.01%
+200
135
$9K 0.01%
79
+1
136
$8K 0.01%
58
137
$7K 0.01%
+225
138
$7K 0.01%
67
139
$7K 0.01%
372
140
$6K 0.01%
67
141
$5K ﹤0.01%
45
142
$2K ﹤0.01%
135
143
$2K ﹤0.01%
50
144
$2K ﹤0.01%
63
145
$1K ﹤0.01%
6
+2
146
$1K ﹤0.01%
13
147
– –
-10,100
148
– –
-31
149
– –
-300
150
– –
-175
3 4 5
6
7