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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.3K ﹤0.01%
+150
152
$2.3K ﹤0.01%
20
153
$2.07K ﹤0.01%
86
154
$1.54K ﹤0.01%
20
155
$1.34K ﹤0.01%
13
156
$1.05K ﹤0.01%
+38
157
$753 ﹤0.01%
30
158
$294 ﹤0.01%
3
159
$199 ﹤0.01%
1
160
$85 ﹤0.01%
2
161
– –
-4,193
162
– –
-138
163
– –
-7,102
164
– –
-200
165
– –
-5,484
166
– –
-176
167
– –
-164
168
– –
-170
169
– –
-12,137
170
– –
-4,032
171
– –
-12,086
172
– –
-4,273
173
– –
-7,355
174
– –
-4,955
175
– –
-4,989
4 5 6
7
8