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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$36.8K 0.02%
217
127
$36.3K 0.02%
555
128
$36K 0.02%
700
129
$33K 0.02%
440
130
$32.9K 0.02%
747
-835
131
$30.6K 0.02%
285
132
$30.5K 0.02%
230
133
$27.5K 0.02%
+230
134
$26.9K 0.02%
250
-904
135
$25.9K 0.02%
312
136
$22.5K 0.01%
666
137
$22K 0.01%
100
138
$21.5K 0.01%
305
139
$21.3K 0.01%
135
140
$19.7K 0.01%
185
141
$18.3K 0.01%
130
142
$14.4K 0.01%
87
143
$11.1K 0.01%
56
-283
144
$10.3K 0.01%
110
145
$8.09K ﹤0.01%
160
146
$7.35K ﹤0.01%
32
147
$7.14K ﹤0.01%
66
148
$6.22K ﹤0.01%
54
-54
149
$4.25K ﹤0.01%
44
-44
150
$3.47K ﹤0.01%
92
4 5
6
7 8