AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+16.58%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$115M
AUM Growth
+$17.5M
(+18%)
Cap. Flow
+$4.05M
Cap. Flow
% of AUM
3.51%
Top 10 Holdings %
Top 10 Hldgs %
35.1%
Holding
145
New
8
Increased
44
Reduced
35
Closed
10
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$2.58M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$2.06M |
| 3 |
Aon
AON
|
$551K |
| 4 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$346K |
| 5 |
Amazon
AMZN
|
$287K |
Top Sells
Sector Composition
| 1 | Financials | 7.35% |
| 2 | Technology | 7.21% |
| 3 | Utilities | 7.15% |
| 4 | Consumer Discretionary | 6.78% |
| 5 | Healthcare | 5.76% |
