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
$329M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$416K
2 +$379K
3 +$201K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$159K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$157K

Sector Composition

1 Financials 3.18%
2 Technology 1.73%
3 Consumer Discretionary 1.68%
4 Industrials 1.35%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$222K 0.07%
7,869
77
$215K 0.07%
+2,344
78
$214K 0.07%
722
79
$214K 0.07%
+2,000
80
$213K 0.06%
1,908
81
$171K 0.05%
15,660
82
-2,955
83
-1,002