AIA
Arbor Investment Advisors Portfolio holdings
AUM
$780M
This Quarter Return
+0.47%
1 Year Return
+10.62%
3 Year Return
+34.71%
5 Year Return
+58.44%
10 Year Return
+99.92%
AUM
$684M
AUM Growth
+$684M
(+0.12%)
Cap. Flow
-$1.83M
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
76.32%
Holding
115
New
4
Increased
32
Reduced
31
Closed
14
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$9.58M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.35M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.89M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.49M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.36M |
Top Sells
| 1 |
Apple
AAPL
|
$6.72M |
| 2 |
Lowe's Companies
LOW
|
$4.42M |
| 3 |
Truist Financial
TFC
|
$3.29M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.5M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.14M |
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Financials | 1.19% |
| 3 | Consumer Staples | 0.56% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Healthcare | 0.3% |
