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
$177M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.24M
3
+$1.2M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.05M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.05M

Top Sells

1
+$1.13M
2
+$555K
3
+$440K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$416K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$340K

Sector Composition

1 Consumer Discretionary 6.73%
2 Financials 6.02%
3 Utilities 5.92%
4 Technology 5.85%
5 Real Estate 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
98
152
$4K ﹤0.01%
87
-11
153
$3K ﹤0.01%
104
154
$3K ﹤0.01%
22
155
$2K ﹤0.01%
63
156
$2K ﹤0.01%
60
157
$1K ﹤0.01%
12
158
$1K ﹤0.01%
30
159
$0 ﹤0.01%
3
-9
160
– –
-1,058
161
– –
-1,621
162
– –
-45,573
163
– –
-1,790
164
– –
-18,092
165
– –
-67
166
– –
-800
167
– –
-2,500
3 4 5 6
7