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
$684M
AUM Growth
+$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$3.35M
3
+$2.89M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.49M
5
BND icon
Vanguard Total Bond Market
BND
+$1.36M

Top Sells

1
+$6.72M
2
+$4.42M
3
+$3.29M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M
5
IWB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.08%
3,348
-667
52
$531K 0.08%
5,460
-1,043
53
$469K 0.07%
2,842
+461
54
$466K 0.07%
1,827
+252
55
$452K 0.07%
3,090
-40
56
$432K 0.06%
3,058
+1,162
57
$425K 0.06%
2,475
58
$406K 0.06%
4,055
-6,772
59
$386K 0.06%
2,953
60
$376K 0.06%
738
61
$371K 0.05%
1,642
+286
62
$361K 0.05%
2,919
-1
63
$358K 0.05%
1,666
-242
64
$353K 0.05%
8,883
-5,083
65
$352K 0.05%
+636
66
$349K 0.05%
2,883
67
$338K 0.05%
7,684
68
$337K 0.05%
4,161
69
$335K 0.05%
4,480
-489
70
$331K 0.05%
+2,800
71
$330K 0.05%
5,189
-111
72
$325K 0.05%
1,782
73
$306K 0.04%
1,582
+100
74
$302K 0.04%
2,497
75
$297K 0.04%
23,669
+41
1 2
3
4 5