AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+2.58%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$122M
AUM Growth
+$3.67M
(+3.1%)
Cap. Flow
+$1.1M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
150
New
2
Increased
53
Reduced
21
Closed
3
Top Buys
| 1 |
Charles Schwab
SCHW
|
$202K |
| 2 |
AT&T
T
|
$149K |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$140K |
| 4 |
PFL
PIMCO Income Strategy Fund
PFL
|
$79.9K |
| 5 |
iShares US Medical Devices ETF
IHI
|
$79.4K |
Top Sells
Sector Composition
| 1 | Utilities | 7.7% |
| 2 | Financials | 7.58% |
| 3 | Consumer Discretionary | 6.16% |
| 4 | Technology | 6.13% |
| 5 | Real Estate | 5.95% |
