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
$159M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.12M
3
+$246K
4
BA icon
Boeing
BA
+$240K
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$240K

Top Sells

1
+$2.69M
2
+$583K
3
+$416K
4
LOW icon
Lowe's Companies
LOW
+$307K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$303K

Sector Composition

1 Financials 6.86%
2 Consumer Discretionary 6.54%
3 Utilities 6.07%
4 Technology 5.7%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.97M 5%
67,217
-4,911
2
$7.77M 4.87%
75,140
-4,025
3
$5.75M 3.61%
105,247
+1,003
4
$5.57M 3.49%
27,432
-1,511
5
$5.5M 3.45%
20,608
-702
6
$5.06M 3.17%
229,205
+114,885
7
$4.87M 3.06%
21,878
-677
8
$4.4M 2.76%
39,826
-412
9
$4.03M 2.53%
41,302
-1,758
10
$3.86M 2.42%
37,886
+485
11
$3.56M 2.23%
21,729
-554
12
$3.18M 1.99%
9,487
-536
13
$3.09M 1.94%
48,409
-2,550
14
$2.76M 1.73%
19,135
-222
15
$2.75M 1.73%
44,394
+76
16
$2.62M 1.64%
48,482
-218
17
$2.5M 1.57%
101,178
+831
18
$2.29M 1.44%
89,700
-4,608
19
$2.28M 1.43%
42,703
+521
20
$2.25M 1.41%
35,870
-664
21
$2.22M 1.39%
174,078
+7,490
22
$2.12M 1.33%
+14,235
23
$2.12M 1.33%
28,960
+104
24
$2.11M 1.32%
6,599
-112
25
$2.1M 1.32%
83,860
-3,364
1
2 3 4 5