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
$117M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$373K
3
+$294K
4
ARKK icon
ARK Innovation ETF
ARKK
+$209K
5
PFE icon
Pfizer
PFE
+$206K

Top Sells

1
+$911K
2
+$632K
3
+$476K
4
PGR icon
Progressive
PGR
+$450K
5
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$434K

Sector Composition

1 Utilities 7.42%
2 Consumer Discretionary 7.06%
3 Financials 6.78%
4 Technology 6.5%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
86
127
$9K 0.01%
81
128
$8K 0.01%
200
129
$6K 0.01%
372
130
$6K 0.01%
67
131
$3K ﹤0.01%
69
132
$3K ﹤0.01%
22
133
$2K ﹤0.01%
63
134
$2K ﹤0.01%
+60
135
$1K ﹤0.01%
6
136
– –
-8,118
137
– –
-13
138
– –
-5,615
139
– –
-2,337
140
$0 ﹤0.01%
13
141
$0 ﹤0.01%
9
142
– –
-5,568
143
– –
-9,497
144
– –
-1,014
145
– –
-2,080
2 3 4 5
6