AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+4.69%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$166M
AUM Growth
+$11.6M
(+7.5%)
Cap. Flow
+$5M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
33.97%
Holding
164
New
5
Increased
59
Reduced
34
Closed
1
Top Buys
| 1 |
Broadstone Net Lease
BNL
|
$1.07M |
| 2 |
ARK Innovation ETF
ARKK
|
$490K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$431K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$328K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$286K |
Top Sells
| 1 |
SVC
Service Properties Trust
SVC
|
$444K |
| 2 |
Boeing
BA
|
$256K |
| 3 |
AT&T
T
|
$223K |
| 4 |
Apple
AAPL
|
$132K |
| 5 |
Deere & Co
DE
|
$103K |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Financials | 6.94% |
| 3 | Consumer Discretionary | 6.48% |
| 4 | Utilities | 6.19% |
| 5 | Real Estate | 5.32% |
