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
51
$605K 0.09%
6,489
-81
52
$569K 0.09%
4,065
-300
53
$545K 0.09%
1,146
54
$544K 0.09%
4,092
55
$543K 0.08%
+1
56
$520K 0.08%
17,462
-17
57
$503K 0.08%
2,365
+2
58
$491K 0.08%
3,130
+500
59
$489K 0.08%
1,562
60
$470K 0.07%
13,966
-9,996
61
$377K 0.06%
717
62
$374K 0.06%
2,410
-351
63
$367K 0.06%
6,000
64
$365K 0.06%
1,908
-27
65
$360K 0.06%
6,101
+602
66
$353K 0.06%
2,074
-482
67
$349K 0.05%
2,975
68
$348K 0.05%
+1,175
69
$348K 0.05%
2,375
+707
70
$334K 0.05%
8,551
71
$332K 0.05%
2,953
-8
72
$328K 0.05%
6,671
-1,168
73
$328K 0.05%
1,334
74
$323K 0.05%
4,161
75
$319K 0.05%
1,950
-1,001
1 2
3
4 5