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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2020-04-17 (Q1 2020) | Holdings: 74 | Value: $302.6M | 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 |
| IWB - iShares Russell 1000 ETF | Add 25% ($8.7M) | 14.48% | $43.8M | +123.47% | +16.79% | +53.27% | |
| PRF - Invesco FTSE RAFI US 1000 ETF | Reduce 8% $(3.3M) | 11.99% | $36.3M | +125.26% | +12.41% | +59.38% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Reduce 8% $(3.0M) | 11.06% | $33.5M | +14.70% | +0.03% | +0.05% | |
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 5% $(1.4M) | 9.31% | $28.2M | +83.25% | +18.34% | +52.05% | |
| EFA - iShares MSCI EAFE ETF | Add 25% ($5.5M) | 9.14% | $27.7M | +82.57% | +17.55% | +47.21% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 10% $(1.7M) | 5.36% | $16.2M | +102.84% | +18.11% | +53.76% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 7% ($1.0M) | 5.35% | $16.2M | +57.06% | +22.30% | +51.99% | |
| BSV - Vanguard Short-Term Bond ETF | 5.19% | $15.7M | +5.45% | +0.85% | +0.93% | ||
| EEM - iShares MSCI Emerging Markets ETF | Reduce 4% $(396.5K) | 3.35% | $10.1M | +43.86% | +21.44% | +53.37% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 477% ($7.7M) | 3.06% | $9.3M | +21.87% | +2.59% | +6.88% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 124% ($4.2M) | 2.49% | $7.5M | +126.67% | +22.74% | +94.24% | |
| IWM - iShares Russell 2000 ETF | Reduce 8% $(439.1K) | 1.77% | $5.4M | +85.32% | +22.46% | +87.68% | |
| IWF - iShares Russell 1000 Growth ETF | Reduce 2% $(87.8K) | 1.52% | $4.6M | +146.33% | +22.96% | +55.80% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 181% ($2.4M) | 1.22% | $3.7M | +15.82% | +1.70% | +2.34% | |
| AAPL - Apple Inc. | Add 12% ($383.4K) | 1.18% | $3.6M | +213.89% | +41.93% | +95.55% | |
| IWD - iShares Russell 1000 Value ETF | Add 7% ($221.0K) | 1.11% | $3.4M | +95.63% | +9.63% | +49.12% | |
| LOW - Lowes Companies, Inc. | Add 1% ($16.8K) | 0.82% | $2.5M | +168.33% | +52.17% | +117.76% | |
| TFC - Truist Financial Corp. | Reduce 1% $(33.6K) | 0.78% | $2.4M | +57.11% | +8.17% | +78.89% | |
| JPST - JPMorgan Ultra-Short Income ETF | Add 283% ($1.4M) | 0.65% | $2.0M | +16.73% | +1.57% | +2.17% | |
| VTI - Vanguard Total Stock Market ETF | Add 10% ($176.8K) | 0.64% | $1.9M | +122.05% | +17.15% | +55.47% | |
| BND - Vanguard Total Bond Market ETF | Reduce 4% $(62.7K) | 0.54% | $1.6M | -4.45% | +2.20% | -0.44% | |
| MSFT - Microsoft Corp. | Add 1% ($22.2K) | 0.52% | $1.6M | +168.51% | +20.13% | +47.98% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 19% $(329.2K) | 0.47% | $1.4M | +19.80% | +2.83% | +7.29% | |
| CADE - BancorpSouth, Inc. | 0.35% | $1.1M | +88.39% | +6.65% | +58.07% | ||
| WOR - Worthington Industries | 0.33% | $999.0K | +345.46% | +56.18% | +184.91% | ||
| VONE - Vanguard Russell 1000 ETF | New Purchase | 0.32% | $969.0K | +124.85% | +16.98% | +53.61% | |
| LMT - Lockheed Martin Corp. | Reduce 1% $(11.2K) | 0.31% | $946.0K | +35.06% | -6.68% | +2.10% | |
| MMM - 3M Company | 0.30% | $913.0K | +49.82% | +9.10% | +42.19% | ||
| BRK.B - Berkshire Hathaway Inc. | Reduce 2% $(18.3K) | 0.30% | $905.0K | +168.83% | +0.93% | +43.22% | |
| DUK - Duke Energy Corp. | Add 8% ($66.3K) | 0.29% | $889.0K | +59.44% | -7.87% | +17.50% | |
| MCD - McDonalds Corporation | 0.28% | $846.0K | +91.33% | +4.57% | +28.80% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Reduce 1% $(8.1K) | 0.25% | $766.0K | +120.31% | +16.63% | +51.91% | |
| IVV - iShares Core S&P 500 ETF | Reduce 6% $(43.9K) | 0.23% | $700.0K | +125.46% | +15.34% | +49.46% | |
| META - Facebook Inc. | 0.22% | $672.0K | +264.64% | +38.33% | +70.36% | ||
| INTC - Intel Corp. | Add 1% ($6.1K) | 0.22% | $672.0K | -58.99% | +3.74% | +10.13% | |
| PG - Procter & Gamble Co. | 0.21% | $639.0K | +52.23% | +3.79% | +15.25% | ||
| KO - Coca-Cola Co. | 0.20% | $609.0K | +74.72% | -2.62% | +16.81% | ||
| JNJ - Johnson & Johnson Inc. | 0.20% | $608.0K | +14.06% | -0.19% | +10.71% | ||
| PEP - PepsiCo Inc. | 0.19% | $581.0K | +11.10% | -2.04% | +8.92% | ||
| WFC - Wells Fargo & Co. | 0.16% | $487.0K | +215.94% | -8.26% | +65.80% | ||
| ICF - iShares Cohen & Steers REIT ETF | Reduce 9% $(48.5K) | 0.15% | $467.0K | +41.91% | +2.51% | +27.25% | |
| IVW - iShares S&P 500 Growth ETF | Reduce 17% $(95.6K) | 0.15% | $458.0K | +134.61% | +20.99% | +53.32% | |
| WMT - Wal-Mart Stores, Inc. | 0.15% | $449.0K | +135.50% | -0.26% | +7.26% | ||
| AGG - iShares Core U.S. Aggregate Bond ETF | New Purchase | 0.14% | $423.0K | -4.41% | +2.17% | -0.33% | |
| BAC - Bank of America Corp. | 0.13% | $398.0K | +122.65% | +5.20% | +77.95% | ||
| GOOG - Alphabet Inc. Cl C | New Purchase | 0.13% | $397.0K | +161.50% | +23.19% | +81.15% | |
| HD - Home Depot Inc. | Reduce 7% $(32.1K) | 0.13% | $396.0K | +107.13% | +26.97% | +62.24% | |
| AOR - iShares Core Growth Allocation ETF | Reduce 9% $(37.3K) | 0.13% | $381.0K | +53.55% | +11.32% | +29.73% | |
| IBM - IBM Corp. | New Purchase | 0.12% | $367.0K | +196.54% | +7.48% | +17.92% | |
| GOOGL - Alphabet Inc. Cl A | New Purchase | 0.12% | $365.0K | +159.46% | +23.15% | +80.31% | |
| JPM - JPMorgan Chase & Co. | Reduce 100% | 0.00% | $0.00 | ||||
| OKE - ONEOK Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - Exxon Mobil Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| TOWN - TowneBank | Reduce 100% | 0.00% | $0.00 | ||||
| SSB - South State Corporation | Reduce 100% | 0.00% | $0.00 | ||||