AIA

Armor Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.06M
3
+$551K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$346K
5
AMZN icon
Amazon
AMZN
+$287K

Top Sells

1
+$2.46M
2
+$649K
3
+$576K
4
EWA icon
iShares MSCI Australia ETF
EWA
+$138K
5
NMFC icon
New Mountain Finance
NMFC
+$68K

Sector Composition

1 Financials 7.35%
2 Technology 7.21%
3 Utilities 7.15%
4 Consumer Discretionary 6.78%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
200
127
$6K 0.01%
372
128
$6K 0.01%
67
129
$3K ﹤0.01%
69
-15
130
$3K ﹤0.01%
22
131
$1K ﹤0.01%
6
132
$1K ﹤0.01%
63
133
$1K ﹤0.01%
13
134
– –
-8,892
135
– –
-1,200
136
– –
-135
137
$0 ﹤0.01%
9
138
$0 ﹤0.01%
13
139
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-300
140
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-10,030
141
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144
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145
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