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
$178M
AUM Growth
-$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$840K
3 +$261K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$177K
5
TFC icon
Truist Financial
TFC
+$59.8K

Sector Composition

1 Financials 3.77%
2 Consumer Staples 3.62%
3 Industrials 0.81%
4 Utilities 0.5%
5 Technology 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,542
52
-2,237
53
-2,482
54
-1,800