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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2019-07-11 (Q2 2019) | Holdings: 77 | Value: $319.5M | 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 2% $(913.9K) | 15.60% | $49.9M | +94.46% | -0.76% | -5.59% | |
| IWB - iShares Russell 1000 ETF | 11.95% | $38.2M | +111.46% | -1.06% | +6.95% | ||
| TFLO - iShares Treasury Floating Rate Bond ETF | Reduce 5% $(1.8M) | 11.32% | $36.2M | +16.15% | +0.38% | +1.30% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 3% ($975.0K) | 11.23% | $35.9M | +54.88% | -0.56% | -2.89% | |
| EFA - iShares MSCI EAFE ETF | 8.58% | $27.4M | +54.75% | -0.62% | -3.31% | ||
| VT - Vanguard Total World Stock Index ETF | Reduce 10% $(2.3M) | 6.56% | $21.0M | +81.88% | -1.19% | +2.97% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 1% ($244.9K) | 5.98% | $19.1M | +33.61% | -2.91% | +3.47% | |
| BSV - Vanguard Short-Term Bond ETF | Add 6% ($837.2K) | 4.38% | $14.0M | +10.66% | +1.27% | +5.74% | |
| EEM - iShares MSCI Emerging Markets ETF | 4.00% | $12.8M | +23.01% | -3.06% | +2.95% | ||
| IWM - iShares Russell 2000 ETF | Add 2% ($148.8K) | 2.35% | $7.5M | +44.44% | -3.19% | -8.76% | |
| IWF - iShares Russell 1000 Growth ETF | Reduce 2% $(92.0K) | 1.50% | $4.8M | +156.22% | -0.90% | +23.30% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 1% ($51.5K) | 1.38% | $4.4M | +67.54% | -1.26% | -13.24% | |
| IWD - iShares Russell 1000 Value ETF | Reduce 1% $(55.3K) | 1.31% | $4.2M | +65.61% | -1.25% | -9.82% | |
| TFC - BB&T Corporation | Reduce 2% $(62.0K) | 1.21% | $3.9M | +7.05% | +3.99% | -26.53% | |
| LOW - Lowes Companies, Inc. | 0.91% | $2.9M | +146.10% | +5.57% | +32.25% | ||
| AAPL - Apple Inc. | New Purchase | 0.73% | $2.3M | +334.92% | +16.95% | +90.90% | |
| VTI - Vanguard Total Stock Market ETF | Add 1% ($12.8K) | 0.63% | $2.0M | +107.57% | -1.25% | +6.04% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 5% $(94.9K) | 0.60% | $1.9M | +21.14% | +0.06% | +3.68% | |
| CADE - BancorpSouth, Inc. | 0.51% | $1.6M | +33.73% | +1.67% | -24.34% | ||
| BND - Vanguard Total Bond Market ETF | Add 5% ($69.1K) | 0.48% | $1.5M | +3.42% | +2.82% | +10.17% | |
| WOR - Worthington Industries | 0.48% | $1.5M | +183.19% | -7.72% | -3.49% | ||
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 3% ($42.1K) | 0.43% | $1.4M | +23.64% | +0.45% | +3.84% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 50% $(1.3M) | 0.42% | $1.3M | +16.42% | +0.66% | +2.09% | |
| MSFT - Microsoft Corp. | Add 6% ($74.3K) | 0.41% | $1.3M | +244.81% | +0.84% | +50.97% | |
| DUK - Duke Energy Corp. | Reduce 1% $(7.2K) | 0.31% | $978.0K | +63.51% | +7.33% | -5.15% | |
| IVV - iShares Core S&P 500 ETF | Add 2% ($14.4K) | 0.25% | $788.0K | +115.69% | -0.81% | +7.10% | |
| KO - Coca-Cola Co. | Reduce 2% $(16.1K) | 0.24% | $782.0K | +63.60% | +2.76% | -10.54% | |
| META - Facebook Inc. | New Purchase | 0.24% | $777.0K | +223.98% | -8.21% | +19.69% | |
| DSI - iShares MSCI KLD 400 Social ETF | Add 14% ($88.9K) | 0.23% | $735.0K | +113.01% | -0.87% | +8.89% | |
| WFC - Wells Fargo & Co. | Reduce 17% $(139.3K) | 0.22% | $699.0K | +89.04% | +5.74% | -43.23% | |
| OKE - ONEOK Inc. | New Purchase | 0.22% | $688.0K | +79.73% | -1.74% | -59.95% | |
| JNJ - Johnson & Johnson Inc. | Add 2% ($15.3K) | 0.20% | $654.0K | +25.43% | -6.01% | +6.54% | |
| PEP - PepsiCo Inc. | 0.20% | $633.0K | +15.90% | +3.28% | +3.57% | ||
| IVW - iShares S&P 500 Growth ETF | 0.19% | $601.0K | +136.78% | -2.07% | +18.04% | ||
| INTC - Intel Corp. | Add 6% ($32.8K) | 0.18% | $589.0K | -49.53% | +6.10% | +22.30% | |
| ICF - iShares Cohen & Steers REIT ETF | Add 2% ($10.7K) | 0.18% | $577.0K | +22.29% | +3.91% | -11.81% | |
| MMM - 3M Company | 0.17% | $555.0K | +30.94% | -4.77% | -5.60% | ||
| BAC - Bank of America Corp. | 0.17% | $544.0K | +73.86% | -0.37% | -15.73% | ||
| TOWN - TowneBank | 0.16% | $517.0K | +55.21% | +0.62% | -32.40% | ||
| SON - Sonoco Products Co. | 0.15% | $486.0K | -12.09% | -9.03% | -17.38% | ||
| CSCO - Cisco Systems Inc. | Add 6% ($27.7K) | 0.14% | $460.0K | +33.19% | -19.42% | -17.63% | |
| JPM - JPMorgan Chase & Co. | Add 7% ($30.2K) | 0.14% | $456.0K | +176.08% | +2.85% | -11.44% | |
| BA - Boeing Co. | 0.14% | $455.0K | -41.67% | +4.31% | -50.32% | ||
| HD - Home Depot Inc. | Reduce 6% $(29.4K) | 0.14% | $445.0K | +102.42% | +9.59% | +19.05% | |
| WMT - Wal-Mart Stores, Inc. | 0.14% | $436.0K | +177.07% | +4.97% | +15.61% | ||
| AGG - iShares Core U.S. Aggregate Bond ETF | New Purchase | 0.13% | $427.0K | +3.16% | +2.74% | +9.78% | |
| SSB - South State Corporation | 0.13% | $415.0K | +40.78% | +1.40% | -36.17% | ||
| PRK - Park National Corp. | 0.13% | $407.0K | +116.67% | -1.34% | -26.39% | ||
| FXI - iShares China Large-Cap ETF | 0.12% | $384.0K | -2.94% | -2.49% | +7.21% | ||
| T - AT&T Inc. | New Purchase | 0.12% | $379.0K | +55.47% | +13.29% | -5.60% | |
| PEG - Public Service Enterprise Group Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| AOR - iShares Core Growth Allocation ETF | Reduce 100% | 0.00% | $0.00 | ||||
| BATS - British American Tobacco PLC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - Alphabet Inc. Cl C | Reduce 100% | 0.00% | $0.00 | ||||
| ALL - Allstate Corporation | Reduce 100% | 0.00% | $0.00 | ||||