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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
126
$187K 0.02%
+41,934
127
$184K 0.02%
15,426
+26
128
– –
-600
129
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-699
130
– –
-846
131
– –
-2,800
132
– –
-1,505
133
– –
-4,483
134
– –
-500
135
– –
-5,466
136
– –
-1,492
137
– –
-1,271
138
– –
-6,264
2 3 4 5
6