AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+9.09%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$189M
AUM Growth
+$20.7M
(+12%)
Cap. Flow
+$5.84M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
39.28%
Holding
164
New
10
Increased
59
Reduced
44
Closed
3
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$1.42M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.23M |
| 3 |
Schwab International Equity ETF
SCHF
|
$718K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$575K |
| 5 |
Extreme Networks
EXTR
|
$443K |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$399K |
| 2 |
Eli Lilly
LLY
|
$343K |
| 3 |
Devon Energy
DVN
|
$245K |
| 4 |
Southern Company
SO
|
$210K |
| 5 |
Apple
AAPL
|
$144K |
Sector Composition
| 1 | Real Estate | 5.83% |
| 2 | Financials | 4.08% |
| 3 | Utilities | 3.35% |
| 4 | Communication Services | 3.29% |
| 5 | Technology | 2.95% |
