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
$208M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.44M
3
+$1.26M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.22M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M

Top Sells

1
+$1.03M
2
+$794K
3
+$711K
4
NVS icon
Novartis
NVS
+$452K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$388K

Sector Composition

1 Real Estate 5.24%
2 Financials 4.18%
3 Communication Services 4%
4 Technology 2.72%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.48K ﹤0.01%
+17
152
$3.28K ﹤0.01%
21
153
$2.88K ﹤0.01%
100
154
$2.67K ﹤0.01%
+116
155
$2.62K ﹤0.01%
20
156
$2.51K ﹤0.01%
99
157
$2.33K ﹤0.01%
+92
158
$2.31K ﹤0.01%
+20
159
$1.85K ﹤0.01%
+13
160
$1.37K ﹤0.01%
+39
161
$1.05K ﹤0.01%
+6
162
$850 ﹤0.01%
14
-10
163
$830 ﹤0.01%
10
-10
164
$85 ﹤0.01%
2
165
$78 ﹤0.01%
3
-30
166
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167
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168
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169
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170
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171
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-893
172
– –
-1,490
173
– –
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174
– –
-14,067
3 4 5 6
7