AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+6.15%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$241M
AUM Growth
+$24.6M
(+11%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
48.18%
Holding
162
New
6
Increased
34
Reduced
55
Closed
6
Top Buys
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$5.76M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.13M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$2.81M |
| 4 |
Capital Group Growth ETF
CGGR
|
$1.03M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$986K |
Top Sells
| 1 |
Verizon
VZ
|
$1.86M |
| 2 |
Lowe's Companies
LOW
|
$1.38M |
| 3 |
Walmart
WMT
|
$1.37M |
| 4 |
JPMorgan Chase
JPM
|
$1.29M |
| 5 |
FedEx
FDX
|
$1.14M |
Sector Composition
| 1 | Real Estate | 4.28% |
| 2 | Financials | 3.39% |
| 3 | Communication Services | 2.92% |
| 4 | Technology | 2.58% |
| 5 | Utilities | 2.17% |
