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
$110M
AUM Growth
-$752K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$291K
2 +$254K
3 +$233K
4
D icon
Dominion Energy
D
+$213K
5
MDT icon
Medtronic
MDT
+$210K

Top Sells

1 +$695K
2 +$203K
3 +$79.1K
4
RY icon
Royal Bank of Canada
RY
+$72.6K
5
BBDC icon
Barings BDC
BBDC
+$70.6K

Sector Composition

1 Financials 8.2%
2 Consumer Discretionary 6.64%
3 Utilities 6.08%
4 Technology 6.07%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1K ﹤0.01%
13
152
$1K ﹤0.01%
20
153
-30,150
154
$0 ﹤0.01%
8
155
-5,000