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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2019-10-21 (Q3 2019) | Holdings: 81 | Value: $329.1M | 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 | Reduce 1% $(416.3K) | 15.18% | $50.0M | +92.06% | +8.52% | +2.61% | |
| IWB - iShares Russell 1000 ETF | Add 4% ($1.6M) | 12.20% | $40.1M | +110.60% | +10.87% | +18.06% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 2% ($826.0K) | 11.24% | $37.0M | +15.62% | +0.55% | +0.84% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 2% ($754.1K) | 10.96% | $36.1M | +52.65% | +6.75% | +1.27% | |
| EFA - iShares MSCI EAFE ETF | Reduce 1% $(158.5K) | 8.21% | $27.0M | +52.45% | +6.10% | -0.70% | |
| VT - Vanguard Total World Stock Index ETF | Add 1% ($163.3K) | 6.39% | $21.0M | +80.74% | +9.26% | +11.31% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 2% ($434.9K) | 5.63% | $18.5M | +35.40% | +9.48% | +11.50% | |
| BSV - Vanguard Short-Term Bond ETF | Add 7% ($1.0M) | 4.57% | $15.0M | +9.26% | +0.66% | +4.62% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 1% $(109.0K) | 3.66% | $12.1M | +24.37% | +9.46% | +11.60% | |
| IWM - iShares Russell 2000 ETF | Add 3% ($214.0K) | 2.29% | $7.5M | +44.81% | +9.06% | +6.70% | |
| IWF - iShares Russell 1000 Growth ETF | Add 2% ($117.5K) | 1.52% | $5.0M | +155.85% | +14.04% | +37.83% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 2% ($91.6K) | 1.36% | $4.5M | +64.97% | +6.69% | -0.09% | |
| TFC - BB&T Corporation | Reduce 1% $(39.9K) | 1.26% | $4.1M | -0.15% | +5.99% | -15.45% | |
| IWD - iShares Russell 1000 Value ETF | Reduce 4% $(157.1K) | 1.23% | $4.1M | +64.48% | +7.57% | -1.91% | |
| LOW - Lowes Companies Inc. | 0.96% | $3.2M | +129.82% | +9.62% | +56.01% | ||
| AAPL - Apple Inc. | Add 3% ($69.0K) | 0.82% | $2.7M | +263.72% | +32.13% | +93.89% | |
| VTI - Vanguard Total Stock Market ETF | 0.62% | $2.0M | +106.86% | +10.78% | +17.47% | ||
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 2% $(35.4K) | 0.57% | $1.9M | +20.61% | +1.00% | +4.95% | |
| BND - Vanguard Total Bond Market ETF | Add 9% ($135.8K) | 0.52% | $1.7M | +0.73% | +1.28% | +6.66% | |
| CADE - BancorpSouth Inc. | 0.51% | $1.7M | +27.09% | +0.59% | -16.71% | ||
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 10% ($137.9K) | 0.45% | $1.5M | +15.58% | +0.71% | +1.87% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 5% ($71.9K) | 0.43% | $1.4M | +22.96% | +1.02% | +4.93% | |
| MSFT - Microsoft Corp. | Add 3% ($46.6K) | 0.42% | $1.4M | +243.37% | +19.64% | +56.39% | |
| WOR - Worthington Industries | 0.42% | $1.4M | +205.06% | +12.34% | +48.24% | ||
| LMT - Lockheed Martin Corp. | New Purchase | 0.34% | $1.1M | +48.45% | +17.64% | +4.16% | |
| MCD - McDonalds Corporation | New Purchase | 0.33% | $1.1M | +74.26% | +3.76% | +14.57% | |
| MMM - 3M Company | Add 109% ($573.1K) | 0.33% | $1.1M | +32.75% | +8.00% | +6.49% | |
| DUK - Duke Energy Corp. | 0.32% | $1.1M | +51.76% | +0.88% | +2.69% | ||
| BRK.B - Berkshire Hathaway Inc. | New Purchase | 0.30% | $989.0K | +140.41% | +8.77% | +0.27% | |
| WFC - Wells Fargo & Co. | Add 19% ($140.0K) | 0.27% | $885.0K | +74.63% | -2.81% | -51.81% | |
| IVV - iShares Core S&P 500 ETF | 0.24% | $800.0K | +114.14% | +10.81% | +16.88% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Add 5% ($38.3K) | 0.24% | $784.0K | +111.64% | +11.40% | +19.42% | |
| KO - Coca-Cola Co. | Reduce 10% $(81.7K) | 0.23% | $754.0K | +56.48% | +7.03% | -3.38% | |
| OKE - ONEOK Inc. | 0.22% | $737.0K | +81.14% | +9.72% | -51.90% | ||
| PG - Procter & Gamble Co. | New Purchase | 0.22% | $727.0K | +50.01% | +1.86% | +16.89% | |
| META - Facebook Inc. | 0.22% | $717.0K | +240.48% | +16.48% | +46.38% | ||
| ICF - iShares Cohen & Steers REIT ETF | Add 9% ($57.9K) | 0.20% | $672.0K | +15.14% | -1.42% | -13.61% | |
| PEP - PepsiCo Inc. | 0.20% | $662.0K | +12.87% | +5.66% | +5.13% | ||
| XOM - Exxon Mobil Corp. | New Purchase | 0.20% | $660.0K | +107.33% | -1.13% | -45.91% | |
| INTC - Intel Corp. | 0.19% | $634.0K | -52.67% | +21.53% | +6.25% | ||
| JNJ - Johnson & Johnson Inc. | Add 1% ($8.2K) | 0.19% | $616.0K | +35.48% | +15.93% | +15.74% | |
| IVW - iShares S&P 500 Growth ETF | 0.18% | $604.0K | +139.30% | +12.73% | +32.62% | ||
| BAC - Bank of America Corp. | 0.17% | $547.0K | +64.19% | +11.55% | -17.61% | ||
| HD - Home Depot Inc. | Add 8% ($39.9K) | 0.16% | $536.0K | +82.29% | -1.23% | +21.39% | |
| IBM - IBM Corp. | New Purchase | 0.16% | $536.0K | +172.53% | +9.84% | -8.33% | |
| TOWN - TowneBank | 0.16% | $527.0K | +50.19% | -0.25% | -30.50% | ||
| JPM - JPMorgan Chase & Co. | Add 5% ($23.6K) | 0.15% | $503.0K | +153.21% | +11.43% | -13.64% | |
| BA - Boeing Co. | 0.14% | $476.0K | -37.91% | -7.52% | -49.10% | ||
| WMT - Wal-Mart Stores Inc. | 0.14% | $469.0K | +162.68% | -2.61% | +21.98% | ||
| SON - Sonoco Products Co. | 0.13% | $433.0K | -3.28% | +2.90% | -4.31% | ||
| SSB - South State Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - Cisco Systems Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| PRK - Park National Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| FXI - iShares China Large-Cap ETF | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - iShares Core U.S. Aggregate Bond ETF | Reduce 100% | 0.00% | $0.00 | ||||