AIA

Armor Investment Advisors Portfolio holdings

AUM $316M
1-Year Est. Return 12.29%
This Quarter Est. Return
1 Year Est. Return
+12.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$517K
3
+$430K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$413K
5
T icon
AT&T
T
+$300K

Top Sells

1
+$385K
2
+$231K
3
+$93.4K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$92.6K
5
TSM icon
TSMC
TSM
+$88.1K

Sector Composition

1 Technology 7.67%
2 Financials 6.97%
3 Consumer Discretionary 6.73%
4 Utilities 6.53%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
101
152
$4K ﹤0.01%
85
+16
153
$3K ﹤0.01%
22
154
$2K ﹤0.01%
63
155
$2K ﹤0.01%
60
156
$1K ﹤0.01%
12
157
$1K ﹤0.01%
12
158
$1K ﹤0.01%
30
159
– –
-995
160
– –
-200
161
$0 ﹤0.01%
10
+1
162
– –
-19
163
– –
-250
164
– –
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165
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166
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167
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-154
168
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169
– –
-78
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