AIA

Arbor Investment Advisors Portfolio holdings

AUM $760M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$914K
3
+$750K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$706K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$572K

Top Sells

1
+$1.05M
2
+$386K
3
+$332K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$251K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$184K

Sector Composition

1 Financials 3.87%
2 Consumer Staples 1.59%
3 Industrials 1.12%
4 Healthcare 0.84%
5 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.12%
+8,142
52
$202K 0.12%
+2,470
53
$193K 0.11%
11,227
+1
54
$131K 0.08%
+11,689
1 2
3