Portfolio (Quarterly)
Guide ↗
Armor Investment Advisors, LLC
· CIK 0001694079| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ACN | ACCENTURE PLC IRELAND | Technology | 1,277.0 | $253K | 0.09% | -95.0 | -6.9% | $198.29 | -36.5% |
| 42 | D | DOMINION ENERGY INC | Utilities | 3,646.0 | $225K | 0.08% | -68.0 | -1.8% | $61.82 | +12.4% |
| 43 | IWR | ISHARES TR | — | 2,040.0 | $198K | 0.07% | -120.0 | -5.6% | $97.23 | +13.2% |
| 44 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 20,172.0 | $129K | 0.05% | -3K | -13.0% | $6.38 | +11.8% |
| 45 | IJR | ISHARES TR | — | 92.0 | $11K | 0.00% | -217.0 | -70.2% | $124.32 | +17.7% |
| 46 | VBR | VANGUARD INDEX FDS | — | 46.0 | $10K | 0.00% | -23.0 | -33.3% | $217.26 | +11.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
20.5%
Technology
15.6%
Communication Services
15.0%
Utilities
9.7%
Consumer Cyclical
7.7%
Real Estate
7.5%
Healthcare
7.2%
Energy
6.9%
Consumer Defensive
6.1%
Industrials
3.8%