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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2018-10-10 (Q3 2018) | Holdings: 58 | Value: $269.1M | 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 | 19.19% | $51.6M | +103.26% | -7.44% | +3.91% | ||
| IWB - iShares Russell 1000 ETF | Add 1% ($173.7K) | 12.79% | $34.4M | +132.60% | -5.93% | +8.92% | |
| VEA - Vanguard FTSE Developed Markets ETF | 11.93% | $32.1M | +62.45% | -4.22% | +4.68% | ||
| EFA - iShares MSCI EAFE ETF | Add 5% ($1.5M) | 10.70% | $28.8M | +63.16% | -4.11% | +5.21% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 4% $(1.0M) | 8.92% | $24.0M | +97.06% | -4.28% | +7.33% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 2% ($340.4K) | 5.97% | $16.1M | +53.05% | +5.66% | +11.46% | |
| EEM - iShares MSCI Emerging Markets ETF | Add 5% ($578.8K) | 4.96% | $13.3M | +37.14% | +5.14% | +8.55% | |
| BSV - Vanguard Short-Term Bond ETF | Add 17% ($1.3M) | 3.43% | $9.2M | +16.08% | +1.60% | +6.22% | |
| IWM - iShares Russell 2000 ETF | Add 1% ($58.1K) | 2.60% | $7.0M | +45.19% | -7.48% | -2.32% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 9% ($406.7K) | 1.87% | $5.0M | +62.48% | -7.93% | -3.92% | |
| IWF - iShares Russell 1000 Growth ETF | Reduce 5% $(262.0K) | 1.78% | $4.8M | +190.28% | -5.77% | +12.25% | |
| IWD - iShares Russell 1000 Value ETF | Reduce 1% $(29.5K) | 1.55% | $4.2M | +76.76% | -6.01% | +5.60% | |
| TFC - BB&T Corporation | Reduce 1% $(34.6K) | 1.42% | $3.8M | +14.05% | -5.29% | +10.84% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 775% ($3.4M) | 1.42% | $3.8M | +18.02% | +0.46% | +2.01% | |
| LOW - Lowes Companies, Inc. | Reduce 38% $(1.9M) | 1.19% | $3.2M | +147.30% | -8.10% | +6.21% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 1% $(29.7K) | 1.17% | $3.1M | +19.02% | +0.25% | +2.89% | |
| VTI - Vanguard Total Stock Market ETF | New Purchase | 0.74% | $2.0M | +127.14% | -5.91% | +8.15% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 9% $(194.1K) | 0.70% | $1.9M | +25.45% | +0.52% | +3.75% | |
| CADE - BancorpSouth, Inc. | New Purchase | 0.69% | $1.9M | +23.90% | -12.48% | -5.58% | |
| WOR - Worthington Industries | 0.61% | $1.6M | +164.91% | -12.47% | -11.88% | ||
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 44% ($404.7K) | 0.49% | $1.3M | +27.74% | +0.43% | +3.75% | |
| BND - Vanguard Total Bond Market ETF | Reduce 51% $(1.3M) | 0.47% | $1.3M | +11.89% | +2.59% | +11.06% | |
| WFC - Wells Fargo & Co. | Reduce 11% $(115.4K) | 0.36% | $958.0K | +74.66% | -7.87% | -2.42% | |
| DUK - Duke Energy Corp. | Reduce 7% $(70.9K) | 0.33% | $900.0K | +84.10% | +4.11% | +21.91% | |
| KO - Coca-Cola Co. | Reduce 36% $(417.1K) | 0.27% | $732.0K | +91.24% | +4.18% | +20.12% | |
| TOWN - TowneBank | 0.24% | $641.0K | +43.38% | -15.26% | -6.47% | ||
| MSFT - Microsoft Corp. | 0.22% | $597.0K | +360.07% | -2.00% | +34.67% | ||
| ICF - iShares Cohen & Steers REIT ETF | Reduce 2% $(9.0K) | 0.22% | $583.0K | +47.53% | +1.48% | +25.19% | |
| DSI - iShares MSCI KLD 400 Social ETF | New Purchase | 0.20% | $537.0K | +139.18% | -3.72% | +11.46% | |
| IVW - iShares S&P 500 Growth ETF | 0.18% | $491.0K | +165.91% | -5.62% | +9.98% | ||
| PEP - PepsiCo Inc. | 0.18% | $488.0K | +46.90% | +0.75% | +31.09% | ||
| HD - Home Depot Inc. | 0.18% | $475.0K | +129.30% | -6.83% | +24.39% | ||
| BAC - Bank of America Corp. | Add 1% ($2.8K) | 0.17% | $464.0K | +80.04% | -9.40% | +2.36% | |
| SSB - South State Corporation | 0.17% | $462.0K | +34.26% | -21.95% | -3.06% | ||
| FXI - iShares China Large-Cap ETF | 0.17% | $452.0K | +6.53% | +4.00% | +7.50% | ||
| PRK - Park National Corp. | New Purchase | 0.16% | $432.0K | +110.15% | -12.29% | -3.67% | |
| DVY - iShares Select Dividend ETF | Reduce 2% $(10.8K) | 0.16% | $432.0K | +71.43% | -5.09% | +6.40% | |
| T - AT&T Inc. | Reduce 8% $(37.4K) | 0.15% | $414.0K | +66.48% | -4.41% | +21.67% | |
| BATS - British American Tobacco PLC | Add 1% ($4.6K) | 0.15% | $406.0K | +49.77% | -26.85% | -19.09% | |
| XOM - Exxon Mobil Corp. | Reduce 12% $(49.4K) | 0.13% | $355.0K | +77.69% | -13.69% | -14.05% | |
| ALL - Allstate Corporation | Add 4% ($14.8K) | 0.13% | $350.0K | +148.15% | -13.16% | +14.05% | |
| VTWO - Vanguard Russell 2000 ETF | New Purchase | 0.13% | $346.0K | +46.59% | -7.41% | -2.22% | |
| IBM - IBM Corp. | Reduce 6% $(21.7K) | 0.12% | $326.0K | +165.68% | -13.75% | +5.00% | |
| IVV - iShares Core S&P 500 ETF | 0.12% | $324.0K | +136.95% | -6.12% | +9.04% | ||
| HDV - iShares Core High Dividend ETF | 0.12% | $320.0K | +63.98% | -3.69% | +7.16% | ||
| PEG - Public Service Enterprise Group Inc. | 0.12% | $317.0K | +78.89% | -4.24% | +17.82% | ||
| ENB - Enbridge Inc. | 0.12% | $311.0K | +116.65% | +7.96% | +17.60% | ||
| JNJ - Johnson & Johnson Inc. | 0.11% | $302.0K | +29.99% | -5.32% | -2.14% | ||
| TSS - Total System Services Inc. | New Purchase | 0.11% | $286.0K | -8.03% | |||
| AGG - iShares Core Total U.S. Bond Market ETF | New Purchase | 0.10% | $282.0K | +11.51% | +2.57% | +10.86% | |
| INTC - Intel Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| IAU - iShares Gold Trust ETF | Reduce 100% | 0.00% | $0.00 | ||||
| ICLN - iShares Global Clean Energy ETF | Reduce 100% | 0.00% | $0.00 | ||||
| LOB - Live Oak Bancshares, Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| MCD - McDonalds Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| PSX - Phillips 66 | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF | Reduce 100% | 0.00% | $0.00 | ||||