AIA

Armor Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.77M
3
+$954K
4
FMDE icon
Fidelity Enhanced Mid Cap ETF
FMDE
+$687K
5
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$614K

Top Sells

1
+$847K
2
+$340K
3
+$322K
4
LOW icon
Lowe's Companies
LOW
+$320K
5
FDX icon
FedEx
FDX
+$291K

Sector Composition

1 Financials 3.57%
2 Communication Services 3%
3 Technology 2.77%
4 Real Estate 2.72%
5 Utilities 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.02%
285
-96
127
$41.5K 0.02%
513
-60
128
$40K 0.02%
440
129
$35.1K 0.01%
620
130
$31.9K 0.01%
180
-50
131
$31.6K 0.01%
185
132
$31K 0.01%
230
-42
133
$29.4K 0.01%
105
134
$27.4K 0.01%
624
135
$26.2K 0.01%
135
136
$22.5K 0.01%
579
137
$21.2K 0.01%
50
138
$20.5K 0.01%
130
139
$15.9K 0.01%
92
140
$11.9K ﹤0.01%
148
141
$9.78K ﹤0.01%
746
-250
142
$8.97K ﹤0.01%
46
143
$7.76K ﹤0.01%
200
144
$5.45K ﹤0.01%
30
145
$3.86K ﹤0.01%
11
146
$2.74K ﹤0.01%
99
147
$2.66K ﹤0.01%
20
148
$2.5K ﹤0.01%
65
-879
149
$1.69K ﹤0.01%
20
150
$1.28K ﹤0.01%
43
+6
3 4 5
6
7