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
101
$211K 0.03%
+4,630
102
$205K 0.03%
+939
103
$202K 0.03%
+919
104
– –
-3,642
105
– –
-5,000
106
– –
-1,896
107
– –
-10,914
108
– –
-4,880
109
– –
-6,023
1 2 3 4
5