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
$129M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$459K
3
+$372K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$371K
5
BA icon
Boeing
BA
+$274K

Top Sells

1
+$2.88M
2
+$769K
3
+$290K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$209K
5
YUM icon
Yum! Brands
YUM
+$205K

Sector Composition

1 Financials 8.07%
2 Utilities 7.45%
3 Technology 6.52%
4 Healthcare 6.2%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 8.08%
111,012
-8,203
2
$4.4M 3.42%
25,210
-1,200
3
$4.35M 3.38%
23,167
-48
4
$3.77M 2.93%
31,515
-118
5
$3.75M 2.91%
69,822
+2,237
6
$3.74M 2.9%
40,961
+1,216
7
$3.49M 2.71%
34,310
-2,854
8
$3.33M 2.58%
241,870
+1,419
9
$3.13M 2.43%
106,177
+114
10
$2.92M 2.27%
20,942
-124
11
$2.81M 2.18%
38,756
-108
12
$2.72M 2.12%
54,755
-215
13
$2.6M 2.02%
154,737
+1,959
14
$2.56M 1.99%
9,642
-111
15
$2.53M 1.97%
39,739
+279
16
$2.48M 1.93%
40,454
+507
17
$2.17M 1.68%
18,080
+622
18
$2.12M 1.65%
+147,421
19
$2.06M 1.6%
24,884
+493
20
$2.01M 1.56%
34,668
+110
21
$1.97M 1.53%
80,823
+3,457
22
$1.88M 1.46%
10,868
-75
23
$1.78M 1.39%
150,461
+6,861
24
$1.74M 1.35%
36,315
+2,613
25
$1.68M 1.3%
11,495
-3
1
2 3 4 5