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
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$134K 0.08%
1,850
+1,188
127
$97K 0.06%
1,750
128
$92K 0.06%
2,000
129
$89K 0.05%
874
130
$88K 0.05%
866
131
$80K 0.05%
+4,360
132
$72K 0.04%
1,633
133
$70K 0.04%
+495
134
$68K 0.04%
840
135
$66K 0.04%
700
136
$59K 0.04%
2,518
+669
137
$56K 0.03%
420
138
$48K 0.03%
2,124
139
$41K 0.02%
700
140
$33K 0.02%
338
141
$32K 0.02%
951
142
$30K 0.02%
320
143
$29K 0.02%
400
144
$24K 0.01%
100
145
$22K 0.01%
130
146
$22K 0.01%
684
147
$21K 0.01%
269
148
$19K 0.01%
320
149
$17K 0.01%
215
150
$14K 0.01%
86
3 4 5
6
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