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
$303M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$7.66M
3
+$5.46M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$4.17M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.38M

Top Sells

1
+$3.25M
2
+$2.98M
3
+$1.72M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.43M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$439K

Sector Composition

1 Financials 2.27%
2 Technology 2.15%
3 Consumer Discretionary 1.34%
4 Industrials 1.06%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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