AIA

Arbor Investment Advisors Portfolio holdings

AUM $760M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$820K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$3.35M
3
+$2.89M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.49M
5
BND icon
Vanguard Total Bond Market
BND
+$1.36M

Top Sells

1
+$6.72M
2
+$4.42M
3
+$3.29M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Technology 2.04%
2 Financials 1.19%
3 Consumer Staples 0.56%
4 Consumer Discretionary 0.32%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.03%
1,356
102
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-6,671
103
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-3,527
104
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-3,707
105
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-17,462
106
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-84,445
107
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-4,092
108
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-6,000
109
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-10,000
110
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-2,381
111
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-19,112
112
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-9,832
113
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-17,950
114
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-1,262
115
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-1,950
1 2 3 4
5