AIA
Armor Investment Advisors Portfolio holdings
AUM
$265M
1-Year Return
12.91%
This Quarter Return
+7.7%
1 Year Return
+12.91%
3 Year Return
+47.77%
5 Year Return
+79.62%
10 Year Return
–
AUM
$208M
AUM Growth
+$18.7M
(+9.9%)
Cap. Flow
+$5.8M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
174
New
13
Increased
57
Reduced
55
Closed
9
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.85M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.44M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.26M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.22M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$1.13M |
Top Sells
| 1 |
Sysco
SYY
|
$1.03M |
| 2 |
Accenture
ACN
|
$794K |
| 3 |
Duke Energy
DUK
|
$711K |
| 4 |
Novartis
NVS
|
$452K |
| 5 |
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% |
