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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.44M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1
+$1.03M
2
+$794K
3
+$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50.9K 0.02%
277
+60
127
$48K 0.02%
381
+96
128
$46K 0.02%
2,566
129
$43.8K 0.02%
573
+60
130
$41.2K 0.02%
978
+312
131
$40.2K 0.02%
272
+42
132
$40.1K 0.02%
440
133
$37.7K 0.02%
700
134
$29.3K 0.01%
2,093
-1,299
135
$29K 0.01%
312
136
$27K 0.01%
151
+16
137
$26.2K 0.01%
105
+5
138
$25.7K 0.01%
239
-671
139
$25.5K 0.01%
+579
140
$24.3K 0.01%
185
141
$20.6K 0.01%
130
142
$16.9K 0.01%
+50
143
$12.4K 0.01%
+92
144
$8.83K ﹤0.01%
46
145
$6.25K ﹤0.01%
54
146
$5.53K ﹤0.01%
121
-238
147
$5.34K ﹤0.01%
135
+43
148
$4.5K ﹤0.01%
15
149
$4.17K ﹤0.01%
44
150
$3.73K ﹤0.01%
+22
3 4 5
6
7