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
$147M
AUM Growth
-$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.36M
3
+$1.29M
4
HR icon
Healthcare Realty
HR
+$1.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$883K

Top Sells

1
+$2.77M
2
+$1.02M
3
+$843K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$590K
5
INTC icon
Intel
INTC
+$504K

Sector Composition

1 Utilities 5.79%
2 Financials 5.76%
3 Consumer Discretionary 5.31%
4 Healthcare 4.99%
5 Real Estate 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.55M 4.46%
68,991
-586
2
$6.37M 4.34%
407,021
+14,230
3
$6.15M 4.19%
67,641
+649
4
$4.99M 3.4%
26,553
-967
5
$4.76M 3.24%
82,588
-799
6
$4.5M 3.07%
238,176
+24,838
7
$3.99M 2.72%
19,150
8
$3.69M 2.51%
166,620
+9,888
9
$3.68M 2.51%
20,726
-257
10
$3.52M 2.4%
71,537
-56,208
11
$3.4M 2.32%
77,650
+20,140
12
$3.26M 2.22%
35,003
-3,359
13
$3M 2.04%
213,082
+24,052
14
$2.82M 1.92%
8,437
-1,011
15
$2.8M 1.91%
28,337
-2,895
16
$2.77M 1.89%
40,727
-3,358
17
$2.56M 1.75%
7,146
+2,426
18
$2.47M 1.68%
23,634
+1,918
19
$2.38M 1.62%
+53,760
20
$2.36M 1.61%
+57,926
21
$2.26M 1.54%
22,832
+663
22
$2.17M 1.48%
13,258
+369
23
$2.12M 1.44%
24,266
+358
24
$1.92M 1.3%
50,430
-1,569
25
$1.84M 1.25%
7,154
-7
1
2 3 4 5