AIA
Arbor Investment Advisors Portfolio holdings
AUM
$780M
This Quarter Return
-0.42%
1 Year Return
+10.62%
3 Year Return
+34.71%
5 Year Return
+58.44%
10 Year Return
+99.92%
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.34%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$22.6M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$22.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$21.5M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.9M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$10.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.77% |
| 2 | Consumer Staples | 1.16% |
| 3 | Industrials | 0.88% |
| 4 | Utilities | 0.68% |
| 5 | Energy | 0.55% |
