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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2018-07-11 (Q2 2018) | Holdings: 50 | Value: $253.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| PRF - Invesco FTSE RAFI US 1000 ETF | New Purchase | 19.35% | $49.0M | +104.21% | -0.91% | +5.47% | |
| IWB - iShares Russell 1000 ETF | New Purchase | 12.71% | $32.2M | +131.40% | -0.92% | +9.76% | |
| VEA - Vanguard FTSE Developed Markets ETF | New Purchase | 12.51% | $31.7M | +54.59% | -5.35% | -0.05% | |
| EFA - iShares MSCI EAFE ETF | New Purchase | 10.63% | $26.9M | +55.69% | -5.30% | +0.77% | |
| VT - Vanguard Total World Stock Index ETF | New Purchase | 9.56% | $24.2M | +90.43% | -3.56% | +4.85% | |
| VWO - Vanguard FTSE Emerging Markets ETF | New Purchase | 6.40% | $16.2M | +37.42% | -8.29% | +2.83% | |
| EEM - iShares MSCI Emerging Markets ETF | New Purchase | 5.09% | $12.9M | +23.22% | -7.93% | +0.15% | |
| BSV - Vanguard Short-Term Bond ETF | New Purchase | 3.13% | $7.9M | +16.26% | +0.14% | +5.14% | |
| IWM - iShares Russell 2000 ETF | New Purchase | 2.66% | $6.7M | +34.96% | -8.37% | -5.98% | |
| IWF - iShares Russell 1000 Growth ETF | New Purchase | 1.84% | $4.7M | +184.70% | -0.90% | +11.45% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | New Purchase | 1.79% | $4.5M | +51.90% | -7.92% | -8.58% | |
| LOW - Lowes Companies Inc. | New Purchase | 1.69% | $4.3M | +166.97% | +6.91% | +10.54% | |
| IWD - iShares Russell 1000 Value ETF | New Purchase | 1.59% | $4.0M | +78.05% | -1.00% | +7.85% | |
| TFC - BB&T Corporation | New Purchase | 1.58% | $4.0M | +6.81% | -9.57% | -0.27% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | New Purchase | 1.25% | $3.2M | +19.79% | +0.63% | +2.88% | |
| BND - Vanguard Total Bond Market ETF | New Purchase | 1.01% | $2.6M | +10.83% | -0.79% | +7.26% | |
| STPZ - PIMCO 1-5 Year US TIPS Index ETF | New Purchase | 0.83% | $2.1M | +25.13% | -0.23% | +3.34% | |
| WOR - Worthington Industries | New Purchase | 0.63% | $1.6M | +139.49% | -9.66% | -14.10% | |
| WFC - Wells Fargo & Co. | New Purchase | 0.45% | $1.1M | +63.23% | -7.03% | -13.22% | |
| KO - Coca-Cola Co. | New Purchase | 0.43% | $1.1M | +97.04% | +0.51% | +20.14% | |
| DUK - Duke Energy Corp. | New Purchase | 0.38% | $960.0K | +90.24% | +0.62% | +15.20% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | New Purchase | 0.37% | $932.0K | +27.61% | -0.16% | +3.27% | |
| TOWN - TowneBank | New Purchase | 0.26% | $667.0K | +30.80% | -13.36% | -15.97% | |
| ICF - iShares Cohen & Steers REIT ETF | New Purchase | 0.23% | $591.0K | +44.33% | -5.02% | +17.75% | |
| MSFT - Microsoft Corp. | New Purchase | 0.20% | $515.0K | +373.43% | +7.03% | +37.35% | |
| SSB - South State Corporation | New Purchase | 0.19% | $486.0K | +21.89% | -12.62% | -12.22% | |
| PEP - PepsiCo Inc. | New Purchase | 0.19% | $475.0K | +42.42% | -5.68% | +22.22% | |
| FXI - iShares China Large-Cap ETF | New Purchase | 0.18% | $453.0K | -2.42% | -6.48% | +0.38% | |
| IVW - iShares S&P 500 Growth ETF | New Purchase | 0.18% | $451.0K | +163.45% | -0.28% | +11.44% | |
| HD - Home Depot Inc. | New Purchase | 0.18% | $447.0K | +125.25% | -2.39% | +12.95% | |
| BAC - Bank of America Corp. | New Purchase | 0.17% | $441.0K | +80.85% | -1.05% | +4.05% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | New Purchase | 0.17% | $436.0K | +18.68% | +0.57% | +2.13% | |
| BATS - British American Tobacco PLC | New Purchase | 0.17% | $434.0K | +34.39% | -14.86% | -24.71% | |
| DVY - iShares Select Dividend ETF | New Purchase | 0.17% | $433.0K | +71.59% | -1.70% | +5.87% | |
| T - AT&T Inc. | New Purchase | 0.17% | $432.0K | +73.01% | +2.09% | +11.68% | |
| MCD - McDonalds Corporation | New Purchase | 0.17% | $421.0K | +131.36% | +3.58% | +37.16% | |
| XOM - Exxon Mobil Corp. | New Purchase | 0.16% | $394.0K | +81.53% | -0.95% | -2.39% | |
| ENB - Enbridge Inc. | New Purchase | 0.14% | $343.0K | +100.59% | -8.89% | +8.92% | |
| PEG - Public Service Enterprise Group Inc. | New Purchase | 0.13% | $325.0K | +87.00% | +2.73% | +18.68% | |
| IBM - IBM Corp. | New Purchase | 0.13% | $321.0K | +162.60% | -2.38% | +2.56% | |
| ALL - Allstate Corporation | New Purchase | 0.12% | $310.0K | +157.47% | +0.06% | +13.38% | |
| IVV - iShares Core S&P 500 ETF | New Purchase | 0.12% | $301.0K | +137.18% | -0.33% | +10.28% | |
| HDV - iShares Core High Dividend ETF | New Purchase | 0.12% | $300.0K | +72.45% | +2.74% | +14.42% | |
| JNJ - Johnson & Johnson Inc. | New Purchase | 0.10% | $265.0K | +41.30% | +5.52% | +7.98% | |
| SPY - SPDR S&P 500 ETF | New Purchase | 0.10% | $243.0K | +136.33% | -0.39% | +10.18% | |
| INTC - Intel Corp. | New Purchase | 0.09% | $230.0K | -51.30% | -13.25% | -1.69% | |
| PSX - Phillips 66 | New Purchase | 0.09% | $225.0K | +47.17% | -0.80% | -6.58% | |
| LOB - Live Oak Bancshares, Inc. | New Purchase | 0.09% | $221.0K | -9.09% | -23.65% | -46.20% | |
| IAU - iShares Gold Trust ETF | New Purchase | 0.08% | $198.0K | +154.94% | -2.26% | +13.31% | |
| ICLN - iShares Global Clean Energy ETF | New Purchase | 0.05% | $138.0K | +58.52% | -6.95% | +23.28% | |