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
$118M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$986K
3
+$302K
4
ASML icon
ASML
ASML
+$211K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$211K

Top Sells

1
+$460K
2
+$328K
3
+$297K
4
SCHW icon
Charles Schwab
SCHW
+$207K
5
SLB icon
SLB Limited
SLB
+$200K

Sector Composition

1 Financials 7.86%
2 Utilities 7.21%
3 Healthcare 6.13%
4 Consumer Discretionary 5.98%
5 Technology 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,049
152
$0 ﹤0.01%
9
153
$0 ﹤0.01%
13
+5
154
– –
-4,841
155
– –
-630
156
– –
-4,600
157
– –
-210
158
– –
-356
159
– –
-100
160
– –
-495
161
– –
-300
162
– –
-175
163
– –
-31
164
– –
-10,100
3 4 5 6
7