AIA

Armor Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.77M
3
+$1.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.43M

Top Sells

1
+$4.82M
2
+$1.31M
3
+$944K
4
FIF
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
+$621K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$573K

Sector Composition

1 Utilities 6.49%
2 Financials 5.96%
3 Consumer Discretionary 5.37%
4 Technology 5.12%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73K 0.04%
+1,540
127
$72K 0.04%
1,893
+504
128
$71K 0.04%
335
129
$69K 0.04%
1,633
130
$65K 0.04%
1,450
131
$65K 0.04%
840
132
$54K 0.03%
1,485
+479
133
$53K 0.03%
420
134
$52K 0.03%
+1,430
135
$51K 0.03%
2,124
136
$45K 0.03%
700
137
$41K 0.02%
+555
138
$40K 0.02%
525
+513
139
$40K 0.02%
+217
140
$38K 0.02%
108
141
$34K 0.02%
951
142
$32K 0.02%
+230
143
$31K 0.02%
400
144
$30K 0.02%
400
145
$29K 0.02%
+375
146
$29K 0.02%
+285
147
$28K 0.02%
+312
148
$26K 0.01%
+666
149
$24K 0.01%
238
-100
150
$24K 0.01%
100
4 5
6
7 8