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
$413M
AUM Growth
-$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.79M
3
+$1.69M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.32M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.24M

Top Sells

1
+$6M
2
+$4.88M
3
+$4.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.13M
5
TFC icon
Truist Financial
TFC
+$2.79M

Sector Composition

1 Financials 1.22%
2 Technology 1.2%
3 Healthcare 0.37%
4 Consumer Staples 0.37%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.05%
+2,181
77
$215K 0.05%
9,480
78
$213K 0.05%
929
79
$212K 0.05%
1,677
+7
80
$211K 0.05%
3,941
+17
81
$206K 0.05%
+1,820
82
$203K 0.05%
789
83
$200K 0.05%
+500
84
$12K ﹤0.01%
+1,000
85
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86
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90
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94
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95
– –
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1 2 3
4
5