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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2019-01-15 (Q4 2018) | Holdings: 55 | Value: $274.4M | 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 | Reduce 5% $(2.2M) | 15.30% | $42.0M | +118.58% | +10.32% | +23.76% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 891% ($33.9M) | 13.76% | $37.7M | +17.45% | +0.57% | +2.09% | |
| IWB - iShares Russell 1000 ETF | Add 10% ($3.0M) | 11.85% | $32.5M | +145.65% | +12.01% | +29.16% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 6% ($1.6M) | 10.61% | $29.1M | +69.25% | +8.96% | +18.74% | |
| EFA - iShares MSCI EAFE ETF | Reduce 2% $(474.9K) | 8.90% | $24.4M | +69.88% | +8.82% | +18.59% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 1% $(170.4K) | 7.49% | $20.6M | +104.85% | +10.42% | +24.08% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 8% ($1.2M) | 5.89% | $16.2M | +44.21% | +9.95% | +18.11% | |
| BSV - Vanguard Short-Term Bond ETF | Add 28% ($2.6M) | 4.34% | $11.9M | +14.24% | +1.32% | +5.06% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 4% $(499.3K) | 4.24% | $11.6M | +29.70% | +8.54% | +15.50% | |
| IWM - iShares Russell 2000 ETF | Add 14% ($765.3K) | 2.30% | $6.3M | +56.93% | +9.94% | +19.58% | |
| IWF - iShares Russell 1000 Growth ETF | Reduce 3% $(119.8K) | 1.42% | $3.9M | +205.39% | +13.94% | +35.58% | |
| IWD - iShares Russell 1000 Value ETF | Add 1% ($43.6K) | 1.35% | $3.7M | +87.11% | +9.97% | +22.61% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Reduce 9% $(347.6K) | 1.34% | $3.7M | +76.81% | +8.65% | +15.71% | |
| TFC - BB&T Corporation | Reduce 1% $(41.1K) | 1.23% | $3.4M | +17.41% | +6.69% | +23.58% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 17% $(518.7K) | 0.95% | $2.6M | +18.68% | +1.10% | +3.35% | |
| LOW - Lowes Companies, Inc. | Reduce 1% $(26.0K) | 0.93% | $2.5M | +176.12% | +24.05% | +28.28% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Add 7% ($132.2K) | 0.73% | $2.0M | +24.94% | +1.31% | +4.65% | |
| VTI - Vanguard Total Stock Market ETF | 0.62% | $1.7M | +139.92% | +11.77% | +28.36% | ||
| CADE - BancorpSouth, Inc. | 0.54% | $1.5M | +39.80% | +8.40% | +12.81% | ||
| BND - Vanguard Total Bond Market ETF | Add 12% ($147.7K) | 0.51% | $1.4M | +9.20% | +2.30% | +9.46% | |
| WOR - Worthington Industries | 0.48% | $1.3M | +205.53% | +12.73% | +17.79% | ||
| STIP - iShares 0-5 Year TIPS Bond ETF | Reduce 3% $(44.6K) | 0.46% | $1.3M | +27.40% | +1.37% | +4.69% | |
| DUK - Duke Energy Corp. | Reduce 1% $(8.1K) | 0.35% | $963.0K | +76.60% | +6.26% | +14.77% | |
| AGG - iShares Core Total U.S. Bond Market ETF | Add 228% ($647.9K) | 0.34% | $932.0K | +8.94% | +2.38% | +9.40% | |
| WFC - Wells Fargo & Co. | Reduce 3% $(24.3K) | 0.30% | $816.0K | +88.48% | -0.14% | +6.39% | |
| KO - Coca-Cola Co. | 0.27% | $750.0K | +83.34% | -0.08% | +23.67% | ||
| IVV - iShares Core S&P 500 ETF | Add 94% ($260.2K) | 0.20% | $538.0K | +150.48% | +11.79% | +29.44% | |
| MSFT - Microsoft Corp. | Reduce 1% $(4.8K) | 0.19% | $525.0K | +358.48% | +15.22% | +60.20% | |
| ICF - iShares Cohen & Steers REIT ETF | Reduce 9% $(52.8K) | 0.18% | $505.0K | +44.31% | +10.57% | +23.17% | |
| PEP - PepsiCo Inc. | 0.18% | $482.0K | +44.70% | +13.22% | +31.89% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Add 1% ($3.5K) | 0.17% | $471.0K | +146.59% | +12.10% | +29.35% | |
| TOWN - TowneBank | Reduce 9% $(43.4K) | 0.17% | $454.0K | +67.35% | +5.43% | +11.54% | |
| IVW - iShares S&P 500 Growth ETF | 0.15% | $418.0K | +179.19% | +12.36% | +30.90% | ||
| HD - Home Depot Inc. | Reduce 1% $(2.6K) | 0.14% | $391.0K | +149.32% | +16.32% | +32.73% | |
| DVY - iShares Select Dividend ETF | Reduce 9% $(35.7K) | 0.13% | $351.0K | +81.12% | +10.04% | +20.22% | |
| FXI - iShares China Large-Cap ETF | Reduce 15% $(61.8K) | 0.13% | $351.0K | +1.73% | +12.12% | +13.62% | |
| PRK - Park National Corp. | 0.13% | $348.0K | +136.37% | +6.87% | +17.33% | ||
| BAC - Bank of America Corp. | Reduce 13% $(49.2K) | 0.12% | $338.0K | +83.87% | +6.76% | +26.23% | |
| SSB - South State Corporation | 0.12% | $338.0K | +65.72% | +14.38% | +37.71% | ||
| T - AT&T Inc. | Reduce 9% $(30.1K) | 0.12% | $322.0K | +76.10% | +7.32% | +31.99% | |
| PEG - Public Service Enterprise Group Inc. | 0.11% | $312.0K | +88.86% | +15.39% | +18.69% | ||
| ENB - Enbridge Inc. | 0.11% | $299.0K | +94.87% | +5.97% | +21.01% | ||
| HDV - iShares Core High Dividend ETF | 0.11% | $298.0K | +70.19% | +11.53% | +17.90% | ||
| ALL - Allstate Corporation | Reduce 1% $(3.6K) | 0.11% | $289.0K | +181.98% | +16.73% | +40.10% | |
| XOM - Exxon Mobil Corp. | 0.10% | $286.0K | +106.74% | +14.96% | +0.97% | ||
| JNJ - Johnson & Johnson Inc. | 0.10% | $282.0K | +37.65% | +7.36% | +17.75% | ||
| BATS - British American Tobacco PLC | Add 2% ($4.8K) | 0.10% | $282.0K | +108.70% | +29.25% | +50.34% | |
| VTWO - Vanguard Russell 2000 ETF | Reduce 2% $(6.4K) | 0.10% | $268.0K | +58.25% | +9.76% | +19.57% | |
| IBM - IBM Corp. | 0.09% | $245.0K | +207.73% | +20.77% | +18.93% | ||
| TSS - Total System Services Inc. | 0.09% | $235.0K | +14.73% | ||||