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
-$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.77M
3
+$1.61M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.43M

Top Sells

1
+$4.82M
2
+$1.31M
3
+$944K
4
FIF
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
+$621K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$573K

Sector Composition

1 Utilities 6.49%
2 Financials 5.96%
3 Consumer Discretionary 5.37%
4 Technology 5.12%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.01%
135
-14
152
$22K 0.01%
+185
153
$21K 0.01%
130
154
$19K 0.01%
215
155
$18K 0.01%
320
156
$12K 0.01%
80
157
$11K 0.01%
+175
158
$10K 0.01%
200
159
$9K 0.01%
67
160
$8K ﹤0.01%
46
161
$7K ﹤0.01%
98
162
$5K ﹤0.01%
200
163
$4K ﹤0.01%
130
-250
164
$4K ﹤0.01%
22
165
$4K ﹤0.01%
+92
166
$3K ﹤0.01%
53
-34
167
$2K ﹤0.01%
63
168
$2K ﹤0.01%
+20
169
$2K ﹤0.01%
60
170
$1K ﹤0.01%
30
171
$0 ﹤0.01%
3
172
– –
-15,411
173
– –
-50,949
174
– –
-89,519
175
– –
-9,612
4 5 6
7
8