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
$320M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$975K
3 +$837K
4
OKE icon
Oneok
OKE
+$688K
5
META icon
Meta Platforms (Facebook)
META
+$430K

Top Sells

1 +$2.32M
2 +$1.79M
3 +$1.31M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$914K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$329K

Sector Composition

1 Financials 2.85%
2 Technology 1.56%
3 Consumer Discretionary 1.29%
4 Industrials 0.91%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.06%
+1,002
77
$167K 0.05%
15,660
+64
78
-3,531
79
-10,293