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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2019-04-15 (Q1 2019) | Holdings: 73 | Value: $313.8M | 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 | Add 5% ($2.5M) | 15.73% | $49.4M | +98.09% | +1.97% | -13.79% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 1% ($193.8K) | 12.11% | $38.0M | +16.78% | +0.50% | +1.82% | |
| IWB - iShares Russell 1000 ETF | 11.78% | $37.0M | +118.70% | +3.41% | -3.44% | ||
| VEA - Vanguard FTSE Developed Markets ETF | Add 7% ($2.1M) | 10.89% | $34.2M | +55.04% | -0.11% | -16.57% | |
| EFA - iShares MSCI EAFE ETF | 8.59% | $26.9M | +55.62% | +0.41% | -15.94% | ||
| VT - Vanguard Total World Stock Index ETF | Reduce 1% $(303.7K) | 7.23% | $22.7M | +85.07% | +1.58% | -9.83% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 5% ($827.3K) | 6.01% | $18.8M | +31.61% | -1.25% | -17.01% | |
| BSV - Vanguard Short-Term Bond ETF | Add 8% ($924.6K) | 4.14% | $13.0M | +12.71% | +1.84% | +6.74% | |
| EEM - iShares MSCI Emerging Markets ETF | 4.06% | $12.8M | +19.86% | -2.35% | -17.63% | ||
| IWM - iShares Russell 2000 ETF | 2.31% | $7.3M | +42.59% | -1.22% | -24.78% | ||
| IWF - iShares Russell 1000 Growth ETF | Add 4% ($198.7K) | 1.50% | $4.7M | +166.74% | +4.18% | +7.57% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 6% ($232.1K) | 1.39% | $4.4M | +63.02% | -2.35% | -29.95% | |
| IWD - iShares Russell 1000 Value ETF | 1.31% | $4.1M | +69.90% | +2.52% | -14.87% | ||
| TFC - BB&T Corporation | Add 3% ($93.6K) | 1.18% | $3.7M | +11.79% | +2.71% | -37.05% | |
| LOW - Lowes Companies, Inc. | Add 4% ($131.4K) | 1.00% | $3.1M | +121.70% | -8.98% | -19.81% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 1% ($22.2K) | 0.84% | $2.6M | +17.39% | +0.85% | +1.15% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 3% $(60.0K) | 0.63% | $2.0M | +23.25% | +1.78% | +3.37% | |
| VTI - Vanguard Total Stock Market ETF | Add 1% ($18.2K) | 0.62% | $1.9M | +114.08% | +3.15% | -4.82% | |
| CADE - BancorpSouth, Inc. | 0.51% | $1.6M | +31.35% | -3.30% | -32.63% | ||
| BND - Vanguard Total Bond Market ETF | 0.46% | $1.4M | +6.67% | +3.24% | +11.83% | ||
| WOR - Worthington Industries | 0.45% | $1.4M | +175.55% | -0.26% | -39.99% | ||
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 1% ($13.4K) | 0.42% | $1.3M | +25.62% | +1.64% | +3.64% | |
| MSFT - Microsoft Corp. | Add 76% ($465.9K) | 0.34% | $1.1M | +295.06% | +13.11% | +47.47% | |
| DUK - Duke Energy Corp. | 0.32% | $1.0M | +64.27% | -0.16% | +1.33% | ||
| WFC - Wells Fargo & Co. | 0.27% | $856.0K | +91.85% | -2.44% | -40.24% | ||
| IVV - iShares Core S&P 500 ETF | Add 23% ($138.0K) | 0.24% | $747.0K | +123.46% | +3.54% | -2.10% | |
| KO - Coca-Cola Co. | Reduce 1% $(7.6K) | 0.23% | $734.0K | +83.10% | +11.68% | +3.28% | |
| MMM - 3M Company | New Purchase | 0.21% | $668.0K | +3.72% | -17.82% | -30.70% | |
| JNJ - Johnson & Johnson Inc. | Add 110% ($335.5K) | 0.20% | $641.0K | +27.93% | -3.55% | +11.23% | |
| INTC - Intel Corp. | New Purchase | 0.20% | $624.0K | -56.09% | -12.69% | +9.81% | |
| DSI - iShares MSCI KLD 400 Social ETF | Add 17% ($89.2K) | 0.20% | $623.0K | +119.26% | +3.12% | -1.89% | |
| PEP - PepsiCo Inc. | Add 10% ($56.1K) | 0.19% | $591.0K | +26.96% | +9.38% | +13.19% | |
| IVW - iShares S&P 500 Growth ETF | Add 21% ($99.8K) | 0.18% | $578.0K | +147.40% | +4.35% | +4.63% | |
| ICF - iShares Cohen & Steers REIT ETF | Reduce 5% $(27.9K) | 0.18% | $559.0K | +27.34% | +3.75% | -10.62% | |
| BAC - Bank of America Corp. | Add 36% ($138.1K) | 0.16% | $517.0K | +75.63% | -0.52% | -25.14% | |
| BA - Boeing Co. | New Purchase | 0.15% | $477.0K | -43.91% | -3.10% | -63.49% | |
| TOWN - TowneBank | 0.15% | $469.0K | +61.56% | +2.11% | -32.68% | ||
| SON - Sonoco Products Co. | New Purchase | 0.15% | $458.0K | -7.75% | +5.16% | -20.08% | |
| HD - Home Depot Inc. | 0.14% | $437.0K | +113.53% | +6.59% | -0.05% | ||
| CSCO - Cisco Systems Inc. | New Purchase | 0.14% | $427.0K | +36.30% | +2.41% | -24.43% | |
| ALL - Allstate Corporation | Add 25% ($82.9K) | 0.13% | $413.0K | +145.17% | +8.94% | +5.32% | |
| FXI - iShares China Large-Cap ETF | 0.13% | $396.0K | -9.27% | -6.56% | -14.78% | ||
| PRK - Park National Corp. | 0.12% | $388.0K | +126.59% | +4.26% | -22.32% | ||
| SSB - South State Corporation | 0.12% | $385.0K | +47.90% | +5.10% | -30.00% | ||
| WMT - Wal-Mart Stores, Inc. | New Purchase | 0.12% | $385.0K | +208.87% | +12.13% | +31.09% | |
| JPM - JPMorgan Chase & Co. | New Purchase | 0.12% | $385.0K | +188.74% | +5.49% | -17.97% | |
| GOOG - Alphabet Inc. Cl C | New Purchase | 0.12% | $379.0K | +171.32% | -5.83% | +3.14% | |
| BATS - British American Tobacco PLC | Add 2% ($6.3K) | 0.12% | $376.0K | +61.04% | -9.11% | -2.78% | |
| PEG - Public Service Enterprise Group Inc. | 0.11% | $356.0K | +60.23% | +1.62% | -10.18% | ||
| AOR - iShares Core Growth Allocation ETF | New Purchase | 0.11% | $355.0K | +50.16% | +2.13% | -2.66% | |
| IBM - IBM Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - iShares Core Total U.S. Bond Market ETF | Reduce 100% | 0.00% | $0.00 | ||||
| DVY - iShares Select Dividend ETF | Reduce 100% | 0.00% | $0.00 | ||||
| HDV - iShares Core High Dividend ETF | Reduce 100% | 0.00% | $0.00 | ||||
| VTWO - Vanguard Russell 2000 ETF | Reduce 100% | 0.00% | $0.00 | ||||
| TSS - Total System Services Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| ENB - Enbridge Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - Exxon Mobil Corp. | Reduce 100% | 0.00% | $0.00 | ||||