AA

ArborFi Advisors Portfolio holdings

AUM $122M
1-Year Est. Return 14.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$1.15M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$803K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$413K

Top Sells

1
+$1.49M
2
+$1.19M
3
+$613K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$436K
5
HIMU
iShares High Yield Muni Active ETF
HIMU
+$340K

Sector Composition

1 Financials 0.85%
2 Technology 0.58%
3 Communication Services 0.29%
4 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIMU
51
iShares High Yield Muni Active ETF
HIMU
$2.26B
– –
-6,981
1 2
3