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
$189M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.23M
3
+$718K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$575K
5
EXTR icon
Extreme Networks
EXTR
+$443K

Top Sells

1
+$399K
2
+$343K
3
+$245K
4
SO icon
Southern Company
SO
+$210K
5
AAPL icon
Apple
AAPL
+$144K

Sector Composition

1 Real Estate 5.83%
2 Financials 4.08%
3 Utilities 3.35%
4 Communication Services 3.29%
5 Technology 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 5.28%
167,769
+23,773
2
$9.27M 4.9%
64,566
+261
3
$8.98M 4.75%
163,394
+6,691
4
$8.61M 4.55%
155,330
+22,120
5
$8.09M 4.27%
437,678
+38,874
6
$7.09M 3.75%
63,533
-558
7
$5.72M 3.02%
11,985
+332
8
$5.62M 2.97%
199,244
+9,595
9
$5.54M 2.93%
218,457
+5,718
10
$5.41M 2.86%
83,598
+4,437
11
$4.36M 2.3%
103,948
-1,396
12
$4.34M 2.29%
95,212
-1,916
13
$4.26M 2.25%
15,742
14
$3.69M 1.95%
27,406
+245
15
$3.68M 1.94%
16,530
-428
16
$3.13M 1.65%
8,836
-304
17
$3.12M 1.65%
11,976
-448
18
$3.11M 1.64%
62,919
+1,451
19
$2.84M 1.5%
57,752
+3,859
20
$2.81M 1.49%
329,564
+12,203
21
$2.72M 1.44%
28,050
-1,284
22
$2.55M 1.35%
15,019
+77
23
$2.44M 1.29%
12,684
+72
24
$2.37M 1.25%
21,881
+5,305
25
$2.29M 1.21%
32,622
-3,001
1
2 3 4 5