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
$113M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$215K
3
+$205K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$136K
5
T icon
AT&T
T
+$136K

Top Sells

1
+$481K
2
+$413K
3
+$289K
4
HMC icon
Honda
HMC
+$220K
5
V icon
Visa
V
+$201K

Sector Composition

1 Financials 8.25%
2 Consumer Discretionary 6.54%
3 Utilities 6.32%
4 Healthcare 6.3%
5 Technology 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 9.24%
119,420
-503
2
$4.27M 3.8%
26,910
-2,600
3
$3.63M 3.23%
24,216
-1,340
4
$3.52M 3.13%
30,689
-1,300
5
$3.3M 2.93%
229,575
-4,334
6
$3.15M 2.8%
39,358
-457
7
$2.72M 2.42%
226,713
-500
8
$2.62M 2.33%
50,498
-1,112
9
$2.47M 2.2%
52,876
-2,016
10
$2.37M 2.11%
39,351
-642
11
$2.34M 2.08%
9,197
-503
12
$2.28M 2.03%
20,234
-344
13
$2.27M 2.01%
22,310
+2,120
14
$2.26M 2.01%
143,599
+492
15
$2M 1.78%
78,995
+5,366
16
$1.96M 1.74%
67,966
-1,623
17
$1.94M 1.72%
36,299
+1,675
18
$1.78M 1.58%
40,790
-1,172
19
$1.74M 1.55%
15,507
-713
20
$1.65M 1.46%
10,940
-369
21
$1.64M 1.46%
19,269
-497
22
$1.54M 1.37%
130,641
-7,212
23
$1.5M 1.34%
21,395
+464
24
$1.45M 1.28%
10,457
+37
25
$1.42M 1.26%
32,152
-804
1
2 3 4 5