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
$241M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.13M
3
+$2.81M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.03M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$986K

Top Sells

1
+$1.86M
2
+$1.38M
3
+$1.37M
4
JPM icon
JPMorgan Chase
JPM
+$1.29M
5
FDX icon
FedEx
FDX
+$1.14M

Sector Composition

1 Real Estate 4.28%
2 Financials 3.39%
3 Communication Services 2.92%
4 Technology 2.58%
5 Utilities 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 9.39%
39,311
+8,899
2
$14.1M 5.85%
217,716
+15,200
3
$13.8M 5.7%
78,869
+16,105
4
$13.1M 5.41%
209,561
+14,947
5
$12.7M 5.25%
615,782
+41,992
6
$10.1M 4.19%
170,054
-6,738
7
$8.75M 3.62%
251,394
+29,708
8
$7.63M 3.16%
59,544
-4
9
$6.88M 2.85%
160,445
+14,484
10
$6.64M 2.75%
143,119
+13,755
11
$6.24M 2.58%
221,382
-5,226
12
$6.17M 2.55%
84,700
+3,187
13
$5.76M 2.38%
+104,770
14
$5M 2.07%
30,876
+462
15
$4.55M 1.88%
7,947
-356
16
$4.34M 1.8%
12,571
-658
17
$3.57M 1.48%
122,335
+8,730
18
$3.51M 1.45%
126,317
+20,834
19
$3.33M 1.38%
30,672
+4,111
20
$3.28M 1.36%
11,934
-207
21
$2.98M 1.23%
59,874
+575
22
$2.93M 1.21%
10,820
-5,092
23
$2.7M 1.12%
11,696
-672
24
$2.61M 1.08%
52,386
-5,558
25
$2.47M 1.02%
5,913
+72
1
2 3 4 5