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
$474M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$2.65M
3 +$2.47M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.45M

Top Sells

1 +$4.01M
2 +$2.46M
3 +$1.46M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$662K

Sector Composition

1 Technology 2.74%
2 Financials 2.7%
3 Consumer Discretionary 1.65%
4 Communication Services 0.71%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.05%
+1,285
102
$212K 0.04%
3,588
103
$212K 0.04%
+890
104
$208K 0.04%
+811
105
$206K 0.04%
+711
106
-2,307
107
-1,000