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
$142M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$706K
3
+$560K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$552K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$491K

Top Sells

1
+$1.45M
2
+$73.9K
3
+$39.3K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36K
5
XOM icon
Exxon Mobil
XOM
+$27.9K

Sector Composition

1 Technology 7.52%
2 Financials 7.31%
3 Utilities 6.68%
4 Consumer Discretionary 6.54%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.04%
639
127
$48K 0.03%
420
128
$42K 0.03%
326
+19
129
$37K 0.03%
+210
130
$36K 0.03%
+250
131
$34K 0.02%
700
132
$32K 0.02%
+374
133
$28K 0.02%
320
134
$28K 0.02%
951
135
$28K 0.02%
300
+100
136
$26K 0.02%
400
137
$21K 0.01%
+100
138
$21K 0.01%
269
139
$21K 0.01%
729
140
$20K 0.01%
320
141
$17K 0.01%
130
142
$15K 0.01%
215
143
$14K 0.01%
+122
144
$14K 0.01%
+154
145
$14K 0.01%
+488
146
$13K 0.01%
+78
147
$13K 0.01%
+198
148
$13K 0.01%
86
149
$12K 0.01%
624
+252
150
$10K 0.01%
81
3 4 5
6
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