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AIA

Arbor Investment Advisors Portfolio holdings

AUM $768M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$788M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$4.77M
3
+$3.47M
4
HALO icon
Halozyme
HALO
+$1.19M
5
DUK icon
Duke Energy
DUK
+$856K

Top Sells

1
+$15.9M
2
+$9.33M
3
+$5.42M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$5.35M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.53M

Sector Composition

1 Technology 2.91%
2 Financials 2.2%
3 Consumer Discretionary 1.16%
4 Consumer Staples 0.55%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.06%
1,017
77
$473K 0.06%
1,371
+647
78
$462K 0.06%
+5,507
79
$460K 0.06%
1,513
-261
80
$449K 0.06%
2,684
81
$446K 0.06%
2,458
-335
82
$430K 0.05%
2,800
-474
83
$402K 0.05%
1,654
+154
84
$400K 0.05%
6,157
+17
85
$379K 0.05%
+9,832
86
$376K 0.05%
2,181
-2
87
$359K 0.05%
1,120
88
$357K 0.05%
846
+195
89
$352K 0.04%
2,478
+212
90
$350K 0.04%
+616
91
$350K 0.04%
2,777
+1
92
$335K 0.04%
1,446
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93
$329K 0.04%
7,381
-939
94
$317K 0.04%
+5,000
95
$299K 0.04%
2,102
96
$299K 0.04%
3,099
97
$293K 0.04%
4,984
+565
98
$293K 0.04%
1,568
-51
99
$291K 0.04%
6,524
+476
100
$290K 0.04%
+851
2 3
4
5 6