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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2020-07-13 (Q2 2020) | Holdings: 82 | Value: $362.9M | 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 17% ($8.9M) | 17.10% | $62.1M | +98.43% | +12.38% | +42.61% | |
| PRF - Invesco FTSE RAFI US 1000 ETF | Add 1% ($343.4K) | 11.80% | $42.8M | +106.76% | +10.06% | +50.69% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 18% ($5.8M) | 10.62% | $38.5M | +59.40% | +6.72% | +35.07% | |
| EFA - iShares MSCI EAFE ETF | Add 6% ($1.7M) | 9.16% | $33.2M | +59.73% | +5.09% | +31.40% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 128% ($12.1M) | 5.95% | $21.6M | +19.04% | +1.53% | +6.40% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Reduce 39% $(13.0M) | 5.65% | $20.5M | +14.64% | -0.04% | -0.02% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Reduce 4% $(785.5K) | 5.05% | $18.3M | +30.72% | +7.10% | +28.69% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 57% ($5.3M) | 4.07% | $14.8M | +93.82% | +16.34% | +67.50% | |
| EEM - iShares MSCI Emerging Markets ETF | 3.28% | $11.9M | +20.90% | +7.73% | +28.80% | ||
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 186% ($7.0M) | 2.98% | $10.8M | +14.01% | +0.51% | +0.87% | |
| BSV - Vanguard Short-Term Bond ETF | Reduce 38% $(6.0M) | 2.71% | $9.8M | +4.64% | +0.28% | +0.36% | |
| IWM - iShares Russell 2000 ETF | Add 13% ($900.1K) | 2.09% | $7.6M | +58.41% | +15.98% | +58.60% | |
| IWF - iShares Russell 1000 Growth ETF | Add 5% ($288.7K) | 1.69% | $6.2M | +108.89% | +15.41% | +42.08% | |
| AAPL - Apple Inc. | Add 1% ($72.6K) | 1.44% | $5.2M | +129.36% | +28.01% | +58.32% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 75% $(14.5M) | 1.33% | $4.8M | +77.24% | +10.01% | +38.97% | |
| JPST - JPMorgan Ultra-Short Income ETF | Add 126% ($2.5M) | 1.24% | $4.5M | +14.98% | +0.33% | +0.79% | |
| IWD - iShares Russell 1000 Value ETF | Add 6% ($219.6K) | 1.11% | $4.0M | +84.11% | +9.17% | +43.25% | |
| LOW - Lowes Companies Inc. | Reduce 7% $(256.7K) | 1.00% | $3.6M | +86.72% | +28.06% | +43.58% | |
| TFC - Truist Financial Corp. | 0.79% | $2.9M | +46.19% | +20.32% | +59.04% | ||
| VONE - Vanguard Russell 1000 ETF | Add 107% ($1.3M) | 0.67% | $2.4M | +99.34% | +12.44% | +42.79% | |
| VTI - Vanguard Total Stock Market ETF | Reduce 1% $(22.5K) | 0.64% | $2.3M | +96.64% | +12.64% | +44.00% | |
| MSFT - Microsoft Corp. | Add 10% ($196.6K) | 0.61% | $2.2M | +129.44% | +7.40% | +38.38% | |
| IEFA - iShares Core MSCI EAFE ETF | New Purchase | 0.58% | $2.1M | +58.80% | +6.01% | +32.99% | |
| BND - Vanguard Total Bond Market ETF | Reduce 11% $(187.9K) | 0.41% | $1.5M | -6.22% | -0.02% | -0.65% | |
| WOR - Worthington Industries | 0.39% | $1.4M | +195.48% | +34.17% | +73.49% | ||
| CADE - BancorpSouth Inc. | 0.35% | $1.3M | +77.66% | +2.34% | +30.69% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Add 19% ($174.6K) | 0.30% | $1.1M | +96.44% | +11.91% | +42.70% | |
| MMM - 3M Company | 0.29% | $1.0M | +38.71% | +9.78% | +35.45% | ||
| LMT - Lockheed Martin Corp. | 0.28% | $1.0M | +51.53% | +12.60% | +10.93% | ||
| MCD - McDonalds Corporation | 0.26% | $945.0K | +89.40% | +23.70% | +31.15% | ||
| META - Facebook Inc. | 0.25% | $915.0K | +173.24% | +14.81% | +46.83% | ||
| BRK.B - Berkshire Hathaway Inc. | 0.24% | $887.0K | +178.11% | +15.62% | +52.57% | ||
| DUK - Duke Energy Corp. | 0.24% | $879.0K | +72.39% | +15.13% | +31.47% | ||
| IVV - iShares Core S&P 500 ETF | Add 3% ($26.0K) | 0.24% | $865.0K | +102.40% | +11.53% | +41.41% | |
| AGG - iShares Core U.S. Aggregate Bond ETF | Add 78% ($338.9K) | 0.21% | $772.0K | -6.10% | +0.06% | -0.55% | |
| INTC - Intel Corp. | 0.20% | $743.0K | -58.23% | -6.84% | +0.25% | ||
| PG - Procter & Gamble Co. | Add 2% ($13.5K) | 0.20% | $708.0K | +48.15% | +16.90% | +14.01% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 55% $(805.6K) | 0.19% | $672.0K | +16.78% | +1.57% | +6.53% | |
| JNJ - Johnson & Johnson Inc. | Add 2% ($14.8K) | 0.18% | $667.0K | +17.65% | +2.59% | +20.36% | |
| PEP - PepsiCo Inc. | 0.18% | $640.0K | +12.17% | +6.65% | +18.26% | ||
| IVW - iShares S&P 500 Growth ETF | 0.16% | $576.0K | +101.71% | +14.02% | +42.55% | ||
| HD - Home Depot Inc. | 0.15% | $532.0K | +70.45% | +15.91% | +31.08% | ||
| GOOG - Alphabet Inc. Cl C | Add 10% ($48.1K) | 0.15% | $530.0K | +123.02% | +5.22% | +77.26% | |
| KO - Coca-Cola Co. | Reduce 17% $(103.6K) | 0.14% | $511.0K | +84.25% | +12.50% | +29.30% | |
| HALO - Halozyme Therapeutics Inc. | New Purchase | 0.13% | $481.0K | +80.63% | +5.50% | +64.10% | |
| WMT - Wal-Mart Stores Inc. | 0.13% | $473.0K | +140.11% | +11.80% | +11.24% | ||
| VTHR - Vanguard Russell 3000 ETF | New Purchase | 0.12% | $446.0K | +96.30% | +12.52% | +43.30% | |
| CSCO - Cisco Systems Inc. | New Purchase | 0.12% | $446.0K | +63.25% | -11.50% | +22.69% | |
| GOOGL - Alphabet Inc. Cl A | 0.12% | $445.0K | +120.72% | +4.73% | +71.81% | ||
| MUB - iShares National Muni Bond ETF | New Purchase | 0.12% | $440.0K | +1.37% | +0.18% | +3.63% | |
| IBM - IBM Corp. | Reduce 100% | 0.00% | $0.00 | ||||
| AOR - iShares Core Growth Allocation ETF | Reduce 100% | 0.00% | $0.00 | ||||
| ICF - iShares Cohen & Steers REIT ETF | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - Wells Fargo & Co. | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - Bank of America Corp. | Reduce 100% | 0.00% | $0.00 | ||||