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
$188M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.74%
2 Financials 3.69%
3 Industrials 1.13%
4 Healthcare 0.79%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.11%
2,470
52
$204K 0.11%
8,142
53
$173K 0.09%
11,229
+2
54
$139K 0.07%
11,689
55
-2,476