AIA

Armor Investment Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 12.91%
This Quarter Est. Return
1 Year Est. Return
+12.91%
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 +$283K
2 +$255K
3 +$224K
4
MDT icon
Medtronic
MDT
+$204K
5
ASML icon
ASML
ASML
+$201K

Top Sells

1 +$695K
2 +$203K
3 +$75.9K
4
BBDC icon
Barings BDC
BBDC
+$72.4K
5
RY icon
Royal Bank of Canada
RY
+$69.1K

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