AIA

Armor Investment Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.77M
3
+$954K
4
FMDE icon
Fidelity Enhanced Mid Cap ETF
FMDE
+$687K
5
TBUX icon
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
+$614K

Top Sells

1
+$847K
2
+$340K
3
+$322K
4
LOW icon
Lowe's Companies
LOW
+$320K
5
FDX icon
FedEx
FDX
+$291K

Sector Composition

1 Financials 3.57%
2 Communication Services 3%
3 Technology 2.77%
4 Real Estate 2.72%
5 Utilities 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14K ﹤0.01%
14
152
$798 ﹤0.01%
10
153
$81 ﹤0.01%
3
-16
154
– –
-5,465
155
– –
-2,094
156
– –
-1,987
157
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-1,193
158
– –
-1,833
159
– –
-92
160
– –
-1,311
3 4 5 6
7