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
$639M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.53M
3
+$8.36M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.88M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.62M

Top Sells

1
+$21.6M
2
+$2.24M
3
+$949K
4
AAPL icon
Apple
AAPL
+$815K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$671K

Sector Composition

1 Technology 2.78%
2 Financials 1.87%
3 Consumer Discretionary 1.19%
4 Consumer Staples 0.35%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.38%
10,124
-2,828
27
$2.17M 0.34%
45,798
-47,272
28
$2.03M 0.32%
5,694
29
$1.83M 0.29%
61,926
30
$1.81M 0.28%
35,463
+12,812
31
$1.77M 0.28%
17,737
-5,837
32
$1.68M 0.26%
20,665
+4,968
33
$1.66M 0.26%
32,899
34
$1.63M 0.26%
16,562
-219,213
35
$1.49M 0.23%
9,968
+476
36
$1.34M 0.21%
7,992
+65
37
$1.31M 0.2%
2,739
-189
38
$1.21M 0.19%
1,829
-8
39
$1.18M 0.18%
16,227
+1,029
40
$1.11M 0.17%
6,161
+1,940
41
$1.05M 0.16%
10,815
-176
42
$1.01M 0.16%
11,880
+78
43
$981K 0.15%
3,947
44
$783K 0.12%
2,261
45
$783K 0.12%
1,034
46
$748K 0.12%
9,956
47
$702K 0.11%
10,000
48
$690K 0.11%
4,897
+218
49
$677K 0.11%
6,767
-234
50
$663K 0.1%
17,950
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