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
$100M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Sells

1 +$411K
2 +$310K
3 +$285K
4
WFC icon
Wells Fargo
WFC
+$216K
5
XOM icon
Exxon Mobil
XOM
+$215K

Sector Composition

1 Financials 9.12%
2 Consumer Discretionary 7.34%
3 Real Estate 6.31%
4 Healthcare 6.28%
5 Utilities 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.22M 9.19%
118,738
+1,310
2
$3.91M 3.9%
33,110
-1,000
3
$3.37M 3.36%
254,576
-5,591
4
$2.86M 2.85%
34,855
+664
5
$2.83M 2.82%
218,114
+6,738
6
$2.82M 2.81%
147,692
+9,555
7
$2.43M 2.43%
29,606
-150
8
$2.4M 2.39%
26,982
-199
9
$2.39M 2.38%
123,952
+7,306
10
$2.32M 2.31%
44,130
-7,820
11
$1.94M 1.93%
22,061
-100
12
$1.82M 1.82%
57,755
+2,505
13
$1.78M 1.78%
21,738
-2,625
14
$1.72M 1.71%
16,120
-700
15
$1.7M 1.69%
54,006
+2,118
16
$1.66M 1.65%
16,290
-2,800
17
$1.65M 1.64%
11,487
-807
18
$1.58M 1.58%
31,800
+499
19
$1.58M 1.58%
141,686
+6,750
20
$1.57M 1.57%
8,797
+155
21
$1.54M 1.54%
43,272
+4,680
22
$1.39M 1.38%
28,475
+1,316
23
$1.37M 1.37%
8,571
-52
24
$1.34M 1.34%
32,553
+3,750
25
$1.33M 1.33%
12,219
-299