AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
-1.53%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$159M
AUM Growth
-$6.17M
(-3.7%)
Cap. Flow
-$2.94M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
34.37%
Holding
169
New
6
Increased
32
Reduced
64
Closed
9
Top Buys
| 1 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$2.53M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$2.12M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$246K |
| 4 |
Boeing
BA
|
$240K |
| 5 |
iShares ESG Screened S&P 500 ETF
XVV
|
$240K |
Top Sells
| 1 |
TSMC
TSM
|
$2.69M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$583K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$416K |
| 4 |
Lowe's Companies
LOW
|
$307K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$303K |
Sector Composition
| 1 | Financials | 6.86% |
| 2 | Consumer Discretionary | 6.54% |
| 3 | Utilities | 6.07% |
| 4 | Technology | 5.7% |
| 5 | Real Estate | 5.4% |
