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
$572M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$14.2M
3 +$3.26M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Technology 2.97%
2 Financials 1.68%
3 Consumer Discretionary 1.22%
4 Healthcare 0.49%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.04%
1,896
102
-9,999
103
-2,214
104
-4,224
105
-7,650
106
-811
107
-8,850
108
-8,133
109
-1,560