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
$755M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.68M
3
+$5.34M
4
TFC icon
Truist Financial
TFC
+$3.58M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.14M

Top Sells

1
+$1.16M
2
+$1.02M
3
+$1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$718K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$579K

Sector Composition

1 Technology 3.01%
2 Financials 2%
3 Consumer Discretionary 1.03%
4 Consumer Staples 0.69%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.09%
1,562
52
$691K 0.09%
1
53
$687K 0.09%
+4,092
54
$676K 0.09%
6,490
+1,030
55
$638K 0.08%
3,814
-522
56
$616K 0.08%
2,920
57
$586K 0.08%
3,072
+9
58
$577K 0.08%
+17,462
59
$574K 0.08%
2,262
-105
60
$556K 0.07%
1,827
61
$551K 0.07%
13,874
+4,991
62
$535K 0.07%
+6,000
63
$521K 0.07%
3,058
64
$514K 0.07%
+1,266
65
$501K 0.07%
3,090
66
$493K 0.07%
2,849
+7
67
$489K 0.06%
2,475
68
$487K 0.06%
6,782
+1,593
69
$431K 0.06%
738
70
$431K 0.06%
+1,950
71
$414K 0.05%
2,953
72
$405K 0.05%
1,642
73
$401K 0.05%
5,080
+600
74
$393K 0.05%
636
75
$378K 0.05%
2,796
-87
1 2
3
4 5