AA
ArborFi Advisors Portfolio holdings
AUM
$122M
1-Year Est. Return
14.67%
This Fund
S&P 500
1 Year Est. Return
+14.67%
AUM
$123M
AUM Growth
+$382K
(+0.31%)
Holding
52
Top Buys
| 1 | +$730K | |
| 2 | +$679K | |
| 3 | +$476K | |
| 4 |
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
|
+$203K |
| 5 |
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
|
+$203K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$601K | |
| 3 | +$552K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$484K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$223K |
Sector Composition
| 1 | Financials | 0.97% |
| 2 | Technology | 0.68% |
| 3 | Communication Services | 0.35% |
| 4 | Consumer Discretionary | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Short-Term Treasury ETF
VGSH
$28.9B
| – | – |
-8,229
|
|
||
52
NVIDIA
NVDA
$5.14T
| – | – |
-1,106
|
|