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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$91K 0.06%
2,000
127
$89K 0.06%
874
128
$89K 0.06%
866
129
$81K 0.05%
4,360
130
$73K 0.05%
1,450
-300
131
$70K 0.04%
1,633
132
$69K 0.04%
495
133
$67K 0.04%
840
134
$59K 0.04%
700
135
$55K 0.03%
420
136
$48K 0.03%
2,124
137
$44K 0.03%
+1,136
138
$41K 0.03%
700
139
$36K 0.02%
951
140
$33K 0.02%
338
141
$30K 0.02%
400
142
$24K 0.02%
100
143
$21K 0.01%
130
144
$21K 0.01%
684
145
$19K 0.01%
320
146
$17K 0.01%
215
147
$14K 0.01%
86
148
$12K 0.01%
79
149
$10K 0.01%
200
150
$8K 0.01%
46
3 4 5
6
7