AIA

Arbor Investment Advisors Portfolio holdings

AUM $788M
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$22.2M
3
+$21.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.77%
2 Consumer Staples 1.16%
3 Industrials 0.88%
4 Utilities 0.68%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$494K 0.35%
+5,754
27
$464K 0.33%
+17,371
28
$462K 0.32%
+14,200
29
$417K 0.29%
+4,323
30
$401K 0.28%
+12,587
31
$388K 0.27%
+11,381
32
$375K 0.26%
+3,345
33
$306K 0.21%
+3,744
34
$294K 0.21%
+12,266
35
$209K 0.15%
+1,768
36
$207K 0.15%
+4,716
37
$203K 0.14%
+1,265
38
$170K 0.12%
+13,233
1
2