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
$154M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$517K
3
+$430K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$413K
5
T icon
AT&T
T
+$300K

Top Sells

1
+$385K
2
+$231K
3
+$93.4K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$92.6K
5
TSM icon
TSMC
TSM
+$88.1K

Sector Composition

1 Technology 7.67%
2 Financials 6.97%
3 Consumer Discretionary 6.73%
4 Utilities 6.53%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80K 0.05%
866
127
$80K 0.05%
874
+500
128
$74K 0.05%
4,590
129
$69K 0.04%
1,633
130
$66K 0.04%
840
131
$65K 0.04%
700
132
$54K 0.04%
420
133
$46K 0.03%
2,124
+1,500
134
$45K 0.03%
+1,849
135
$39K 0.03%
+662
136
$37K 0.02%
700
137
$31K 0.02%
338
-301
138
$30K 0.02%
951
139
$29K 0.02%
320
140
$26K 0.02%
400
141
$22K 0.01%
100
142
$22K 0.01%
269
143
$22K 0.01%
684
-45
144
$21K 0.01%
130
145
$19K 0.01%
320
146
$16K 0.01%
215
147
$13K 0.01%
86
148
$11K 0.01%
78
-3
149
$10K 0.01%
200
150
$6K ﹤0.01%
67
3 4 5
6
7