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
$166M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$490K
3
+$431K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$328K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$286K

Top Sells

1
+$444K
2
+$256K
3
+$223K
4
AAPL icon
Apple
AAPL
+$132K
5
DE icon
Deere & Co
DE
+$103K

Sector Composition

1 Technology 7.32%
2 Financials 6.94%
3 Consumer Discretionary 6.48%
4 Utilities 6.19%
5 Real Estate 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.5M 5.13%
72,128
-839
2
$8.29M 5.01%
79,165
+450
3
$5.71M 3.45%
104,244
+7,868
4
$5.61M 3.39%
28,943
-357
5
$5.59M 3.38%
21,310
6
$5.27M 3.19%
22,555
+51
7
$5.26M 3.18%
40,238
+3,748
8
$4.25M 2.57%
43,060
+646
9
$3.92M 2.37%
32,644
+144
10
$3.81M 2.3%
37,401
+785
11
$3.54M 2.14%
10,023
-293
12
$3.47M 2.09%
22,283
-43
13
$3.25M 1.96%
50,959
-533
14
$2.91M 1.76%
19,357
+887
15
$2.73M 1.65%
48,700
+1,642
16
$2.68M 1.62%
44,318
+224
17
$2.56M 1.55%
114,320
+11,693
18
$2.53M 1.53%
100,347
+3,984
19
$2.47M 1.49%
113,593
-10,261
20
$2.46M 1.49%
94,308
+9,816
21
$2.4M 1.45%
188,611
+9,950
22
$2.3M 1.39%
42,182
+2,294
23
$2.27M 1.37%
87,224
+12,596
24
$2.27M 1.37%
166,588
+7,619
25
$2.2M 1.33%
36,534
+102
1
2 3 4 5