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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
67
152
$5K ﹤0.01%
98
153
$4K ﹤0.01%
98
154
$3K ﹤0.01%
104
155
$3K ﹤0.01%
22
156
$2K ﹤0.01%
63
157
$2K ﹤0.01%
60
158
$1K ﹤0.01%
12
159
$1K ﹤0.01%
30
160
$1K ﹤0.01%
12
161
– –
-991
162
– –
-6,075
163
– –
-6,237
164
– –
-320
165
– –
-800
166
– –
-3,936
167
– –
-4,127
168
– –
-269
169
– –
-2,605
3 4 5 6
7