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
$639M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.53M
3
+$8.36M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.88M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.62M

Top Sells

1
+$21.6M
2
+$2.24M
3
+$949K
4
AAPL icon
Apple
AAPL
+$815K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$671K

Sector Composition

1 Technology 2.78%
2 Financials 1.87%
3 Consumer Discretionary 1.19%
4 Consumer Staples 0.35%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.05%
4,411
+29
77
$302K 0.05%
24,400
78
$301K 0.05%
735
79
$298K 0.05%
2,347
80
$292K 0.05%
1,718
+275
81
$290K 0.05%
2,497
82
$287K 0.04%
9,832
-693
83
$283K 0.04%
1,120
84
$282K 0.04%
23,143
-6,957
85
$277K 0.04%
1,981
86
$260K 0.04%
1,956
+15
87
$260K 0.04%
1,744
88
$258K 0.04%
2,377
+5
89
$254K 0.04%
+1,670
90
$252K 0.04%
2,766
+4
91
$247K 0.04%
4,211
+34
92
$245K 0.04%
699
93
$244K 0.04%
7,486
+124
94
$243K 0.04%
2,181
95
$239K 0.04%
500
96
$236K 0.04%
6,548
-2,445
97
$222K 0.03%
+811
98
$216K 0.03%
3,780
-100
99
$214K 0.03%
+4,320
100
$212K 0.03%
1,922
-351
1 2 3
4
5