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
$169M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$1.63M
3 +$1.05M
4
BNL icon
Broadstone Net Lease
BNL
+$963K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$622K

Sector Composition

1 Real Estate 5.68%
2 Financials 4.16%
3 Utilities 3.66%
4 Communication Services 3.26%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$47.3K 0.03%
2,820
-210,346
127
$42.9K 0.03%
774
-3
128
$41.1K 0.02%
1,911
129
$35.3K 0.02%
513
130
$34.9K 0.02%
217
131
$33.8K 0.02%
258
+28
132
$33K 0.02%
700
133
$32.7K 0.02%
555
134
$31.8K 0.02%
440
135
$29.6K 0.02%
230
136
$28.9K 0.02%
285
137
$24.5K 0.01%
312
138
$22.1K 0.01%
666
139
$20.9K 0.01%
305
140
$20.8K 0.01%
100
141
$20.5K 0.01%
135
142
$19.5K 0.01%
185
143
$17.6K 0.01%
130
144
$15.5K 0.01%
359
-388
145
$7.78K ﹤0.01%
160
146
$7.34K ﹤0.01%
46
-41
147
$6.11K ﹤0.01%
54
148
$4.03K ﹤0.01%
44
149
$3.13K ﹤0.01%
92
150
$2.19K ﹤0.01%
20