AA
ArborFi Advisors Portfolio holdings
AUM
$123M
1-Year Est. Return
12.62%
1 Year Est. Return
+12.62%
AUM
$114M
AUM Growth
+$12.9M
(+13%)
Holding
52
Top Buys
| 1 | +$2.49M | |
| 2 | +$2.25M | |
| 3 | +$1.42M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.23M |
| 5 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
+$1.2M |
Top Sells
| 1 | +$2.44M | |
| 2 | +$949K | |
| 3 | +$829K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$597K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$292K |
Sector Composition
| 1 | Financials | 1.07% |
| 2 | Technology | 0.74% |
| 3 | Communication Services | 0.29% |
| 4 | Consumer Discretionary | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
| – | – |
-8,554
|
|
||
52
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
| – | – |
-8,470
|
|