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
$165M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.63M
3
+$1.05M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$605K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$547K

Top Sells

1
+$4.67M
2
+$4.46M
3
+$2.09M
4
MCD icon
McDonald's
MCD
+$1.99M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Real Estate 5.16%
2 Financials 4.25%
3 Utilities 3.95%
4 Communication Services 3.71%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.55M 5.18%
65,484
-2,678
2
$7.37M 4.47%
134,562
+99,229
3
$6.81M 4.13%
64,203
-1,430
4
$6.48M 3.93%
123,940
+10,465
5
$5.39M 3.27%
302,530
+26,838
6
$4.92M 2.98%
77,897
-1,028
7
$4.83M 2.92%
191,324
+5,120
8
$4.82M 2.92%
198,960
+8,340
9
$4.68M 2.84%
10,506
+596
10
$4.63M 2.8%
83,628
+83,623
11
$4.37M 2.65%
96,647
+13,387
12
$4.3M 2.6%
103,916
+12,781
13
$4M 2.42%
15,742
-1,378
14
$3.78M 2.29%
213,166
-251,379
15
$3.7M 2.24%
16,372
-9,246
16
$3.2M 1.94%
65,642
+21,597
17
$3.07M 1.86%
26,959
+1,277
18
$2.87M 1.74%
12,067
-8,078
19
$2.64M 1.6%
304,259
+12,108
20
$2.63M 1.59%
9,149
-2,405
21
$2.52M 1.53%
28,126
-5,585
22
$2.41M 1.46%
34,251
-3,795
23
$2.11M 1.28%
14,518
-10,321
24
$2.1M 1.28%
5,194
-3,034
25
$2.1M 1.27%
12,399
-408
1
2 3 4 5