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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2020-01-14 (Q4 2019) | Holdings: 87 | Value: $354.6M | 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 1% ($451.7K) | 15.28% | $54.2M | +78.45% | -22.09% | +10.93% | |
| IWB - iShares Russell 1000 ETF | Add 2% ($721.4K) | 12.48% | $44.3M | +92.27% | -15.47% | +19.64% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 1% ($421.5K) | 11.03% | $39.1M | +43.48% | -22.88% | +11.55% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Reduce 2% $(561.8K) | 10.26% | $36.4M | +15.05% | +0.28% | +0.34% | |
| EFA - iShares MSCI EAFE ETF | 8.13% | $28.8M | +43.97% | -22.27% | +9.12% | ||
| VT - Vanguard Total World Stock Index ETF | Add 2% ($364.9K) | 6.53% | $23.1M | +66.56% | -19.17% | +17.12% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 2% $(342.9K) | 5.67% | $20.1M | +22.31% | -23.31% | +17.83% | |
| BSV - Vanguard Short-Term Bond ETF | Add 2% ($373.6K) | 4.34% | $15.4M | +8.69% | +2.97% | +4.32% | |
| EEM - iShares MSCI Emerging Markets ETF | Add 5% ($618.2K) | 3.91% | $13.9M | +12.53% | -23.09% | +20.41% | |
| IWM - iShares Russell 2000 ETF | Add 2% ($134.2K) | 2.36% | $8.4M | +33.90% | -28.83% | +28.65% | |
| IWF - iShares Russell 1000 Growth ETF | 1.54% | $5.5M | +128.07% | -9.11% | +32.44% | ||
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 7% ($317.8K) | 1.45% | $5.1M | +55.31% | -32.47% | +19.83% | |
| TFC - Truist Financial Corp | New Purchase | 1.24% | $4.4M | -5.08% | -43.53% | -2.97% | |
| IWD - iShares Russell 1000 Value ETF | 1.22% | $4.3M | +53.93% | -22.57% | +5.23% | ||
| AAPL - Apple Inc. | Add 4% ($144.2K) | 1.04% | $3.7M | +180.43% | -8.58% | +64.49% | |
| LOW - Lowes Companies, Inc. | Reduce 1% $(26.3K) | 0.96% | $3.4M | +114.04% | -21.00% | +45.37% | |
| VTI - Vanguard Total Stock Market ETF | Add 1% ($16.5K) | 0.63% | $2.2M | +88.97% | -16.37% | +20.46% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 4% $(84.2K) | 0.50% | $1.8M | +19.38% | +0.48% | +5.72% | |
| CADE - BancorpSouth, Inc. | 0.50% | $1.8M | +25.31% | -33.45% | +2.21% | ||
| BND - Vanguard Total Bond Market ETF | Reduce 2% $(39.4K) | 0.47% | $1.7M | -0.28% | +4.49% | +6.01% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 13% ($181.5K) | 0.46% | $1.6M | +21.67% | +0.75% | +5.34% | |
| WOR - Worthington Industries | 0.45% | $1.6M | +163.34% | -41.23% | +42.31% | ||
| MSFT - Microsoft Corp. | Reduce 3% $(39.9K) | 0.43% | $1.5M | +192.44% | +5.98% | +32.15% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 8% $(124.2K) | 0.38% | $1.3M | +14.84% | -0.98% | +1.52% | |
| MMM - 3M Company | 0.33% | $1.2M | +20.62% | -19.26% | -5.35% | ||
| BRK.B - Berkshire Hathaway Inc. | Add 6% ($66.6K) | 0.32% | $1.1M | +123.69% | -16.86% | +2.95% | |
| LMT - Lockheed Martin Corp. | 0.31% | $1.1M | +28.62% | -9.53% | -14.46% | ||
| MCD - McDonalds Corporation | 0.29% | $1.0M | +71.29% | -13.68% | +3.78% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Add 13% ($106.2K) | 0.27% | $955.0K | +92.77% | -14.14% | +18.80% | |
| IVV - iShares Core S&P 500 ETF | Add 7% ($64.0K) | 0.26% | $930.0K | +95.62% | -14.75% | +16.92% | |
| DUK - Duke Energy Corp. | Reduce 8% $(83.2K) | 0.26% | $928.0K | +56.63% | -3.44% | +5.02% | |
| WFC - Wells Fargo & Co. | Reduce 3% $(31.2K) | 0.26% | $913.0K | +78.68% | -41.14% | -31.75% | |
| META - Facebook Inc. | 0.23% | $827.0K | +193.24% | -19.78% | +13.94% | ||
| KO - Coca-Cola Co. | Reduce 1% $(5.6K) | 0.21% | $761.0K | +50.41% | -14.24% | -10.06% | |
| OKE - ONEOK Inc. | 0.21% | $757.0K | +64.34% | -63.46% | -35.16% | ||
| INTC - Intel Corp. | 0.21% | $737.0K | -58.80% | -0.24% | -0.49% | ||
| PG - Procter & Gamble Co. | Reduce 1% $(5.1K) | 0.20% | $725.0K | +48.74% | -2.49% | +10.43% | |
| JNJ - Johnson & Johnson Inc. | Reduce 3% $(17.4K) | 0.19% | $677.0K | +18.34% | +1.50% | +12.47% | |
| BAC - Bank of America Corp. | 0.19% | $660.0K | +45.47% | -35.76% | -2.50% | ||
| PEP - PepsiCo Inc. | 0.19% | $660.0K | +11.77% | -0.80% | +6.18% | ||
| ICF - iShares Cohen & Steers REIT ETF | Add 1% ($3.6K) | 0.19% | $659.0K | +18.87% | -15.79% | -6.85% | |
| IVW - iShares S&P 500 Growth ETF | 0.18% | $649.0K | +115.75% | -9.69% | +27.71% | ||
| JPM - JPMorgan Chase & Co. | Reduce 1% $(4.2K) | 0.17% | $592.0K | +125.31% | -33.45% | +4.31% | |
| XOM - Exxon Mobil Corp. | Reduce 11% $(72.9K) | 0.16% | $579.0K | +103.62% | -40.66% | -25.27% | |
| JPST - JPMorgan Ultra-Short Income ETF | New Purchase | 0.15% | $518.0K | +16.67% | -0.30% | +2.08% | |
| HD - Home Depot Inc. | Reduce 1% $(3.3K) | 0.14% | $501.0K | +93.37% | -10.11% | +26.91% | |
| TOWN - TowneBank | Reduce 6% $(31.6K) | 0.14% | $496.0K | +51.83% | -34.03% | -4.33% | |
| SSB - South State Corporation | New Purchase | 0.14% | $488.0K | +21.71% | -39.24% | -4.16% | |
| AOR - iShares Core Growth Allocation ETF | New Purchase | 0.14% | $484.0K | +37.72% | -11.20% | +11.31% | |
| WMT - Wal-Mart Stores, Inc. | 0.13% | $469.0K | +173.19% | +12.82% | +28.29% | ||
| IBM - IBM Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| SON - Sonoco Products Co. | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - BB&T Corporation | Reduce 100% | 0.00% | $0.00 | ||||
| BA - Boeing Co. | Reduce 100% | 0.00% | $0.00 | ||||