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
$755M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.68M
3
+$5.34M
4
TFC icon
Truist Financial
TFC
+$3.58M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.14M

Top Sells

1
+$1.16M
2
+$1.02M
3
+$1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$718K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$579K

Sector Composition

1 Technology 3.01%
2 Financials 2%
3 Consumer Discretionary 1.03%
4 Consumer Staples 0.69%
5 Healthcare 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.05%
+6,671
77
$371K 0.05%
7,468
-216
78
$367K 0.05%
4,161
79
$350K 0.05%
2,800
80
$338K 0.04%
1,391
-275
81
$337K 0.04%
+9,832
82
$334K 0.04%
2,016
+234
83
$330K 0.04%
2,497
84
$318K 0.04%
1,120
85
$316K 0.04%
29,161
+4,761
86
$309K 0.04%
1,970
87
$303K 0.04%
1,779
88
$301K 0.04%
2,771
+2
89
$299K 0.04%
+3,632
90
$277K 0.04%
2,284
91
$276K 0.04%
1,465
92
$276K 0.04%
1,482
-100
93
$267K 0.04%
1,550
94
$267K 0.04%
2,181
95
$265K 0.04%
4,079
96
$263K 0.03%
6,481
+17
97
$260K 0.03%
6,898
-320
98
$257K 0.03%
1,744
99
$252K 0.03%
645
100
$250K 0.03%
2,193
1 2 3
4
5