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
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$6K 0.01%
372
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22
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6
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63
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$1K ﹤0.01%
13
134
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135
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$0 ﹤0.01%
9
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$0 ﹤0.01%
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