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
$154M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$517K
3
+$430K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$413K
5
T icon
AT&T
T
+$300K

Top Sells

1
+$385K
2
+$231K
3
+$93.4K
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$92.6K
5
TSM icon
TSMC
TSM
+$88.1K

Sector Composition

1 Technology 7.67%
2 Financials 6.97%
3 Consumer Discretionary 6.73%
4 Utilities 6.53%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.96M 5.17%
78,715
-525
2
$7.72M 5.02%
72,967
-27
3
$5.57M 3.62%
29,300
-170
4
$5.27M 3.42%
96,376
+14,353
5
$5.01M 3.25%
21,310
-87
6
$4.76M 3.09%
22,504
+118
7
$4.38M 2.84%
36,490
-3,206
8
$4.09M 2.66%
42,414
+1,755
9
$3.86M 2.51%
10,316
-67
10
$3.84M 2.5%
32,500
-745
11
$3.73M 2.42%
36,616
+4,048
12
$3.4M 2.21%
22,326
+43
13
$3.04M 1.97%
51,492
+992
14
$2.83M 1.84%
123,854
+13,117
15
$2.74M 1.78%
44,094
+1,167
16
$2.74M 1.78%
47,058
+2,147
17
$2.6M 1.69%
18,470
+157
18
$2.34M 1.52%
96,363
+7,623
19
$2.32M 1.5%
102,627
+19,046
20
$2.15M 1.39%
178,661
+10,345
21
$2.14M 1.39%
9,010
-43
22
$2.12M 1.38%
27,942
+1,558
23
$2.1M 1.36%
84,492
+1,068
24
$2.05M 1.33%
39,888
+410
25
$2.01M 1.3%
36,432
-132
1
2 3 4 5