AA
ArborFi Advisors Portfolio holdings
AUM
$114M
This Quarter Return
-0.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.6M
AUM Growth
–
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.42%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.9M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$11.4M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$8.24M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$8.05M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$7.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.13% |
| 2 | Technology | 0.95% |
| 3 | Communication Services | 0.42% |
| 4 | Consumer Discretionary | 0.26% |
