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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2020-10-27 (Q3 2020) | Holdings: 88 | Value: $383.0M | 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 TR RUS 1000 ETF | Reduce 1% $(360.6K) | 17.57% | $67.3M | +85.15% | +15.49% | +40.35% | |
| PRF - INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 | Reduce 1% $(483.6K) | 11.62% | $44.5M | +96.38% | +22.32% | +49.66% | |
| VEA - VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | Add 3% ($1.1M) | 10.90% | $41.7M | +57.17% | +21.44% | +35.29% | |
| EFA - ISHARES TR MSCI EAFE ETF | Reduce 2% $(861.9K) | 8.85% | $33.9M | +60.10% | +20.56% | +33.85% | |
| STIP - ISHARES TR 0-5 YR TIPS ETF | Add 3% ($699.2K) | 5.91% | $22.6M | +17.35% | +1.81% | +6.33% | |
| VWO - VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | Reduce 1% $(190.6K) | 5.17% | $19.8M | +23.96% | +20.12% | +18.54% | |
| TFLO - ISHARES TR TRS FLT RT BD | Reduce 7% $(1.4M) | 4.99% | $19.1M | +14.68% | +0.02% | -0.00% | |
| PRFZ - INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 | Reduce 1% $(133.1K) | 4.00% | $15.3M | +73.68% | +33.12% | +58.63% | |
| EEM - ISHARES TR MSCI EMG MKT ETF | Reduce 6% $(782.7K) | 3.23% | $12.4M | +13.57% | +22.23% | +16.03% | |
| MINT - PIMCO ETF TR ENHAN SHRT MA AC | Reduce 3% $(352.4K) | 2.74% | $10.5M | +13.42% | +0.30% | +0.29% | |
| BSV - VANGUARD BD INDEX FDS SHORT TRM BOND | Reduce 4% $(373.6K) | 2.47% | $9.5M | +4.33% | +0.19% | -0.55% | |
| IWM - ISHARES TR RUSSELL 2000 ETF | Reduce 1% $(59.2K) | 2.06% | $7.9M | +42.27% | +35.38% | +48.90% | |
| IWF - ISHARES TR RUS 1000 GRW ETF | Reduce 3% $(197.2K) | 1.76% | $6.8M | +90.05% | +13.04% | +37.80% | |
| AAPL - APPLE INC | Add 299% ($5.0M) | 1.73% | $6.6M | +88.73% | +19.36% | +33.46% | |
| JPST - J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC | Add 15% ($676.6K) | 1.36% | $5.2M | +14.58% | +0.28% | +0.40% | |
| VT - VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF | Reduce 6% $(294.6K) | 1.29% | $4.9M | +68.39% | +18.34% | +36.35% | |
| LOW - LOWES COS INC | 1.16% | $4.4M | +56.41% | +7.23% | +45.75% | ||
| IWD - ISHARES TR RUS 1000 VAL ETF | 1.11% | $4.2M | +76.50% | +18.26% | +43.16% | ||
| TFC - TRUIST FINL CORP | 0.76% | $2.9M | +26.51% | +22.31% | +62.88% | ||
| VONE - VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | Reduce 2% $(60.4K) | 0.68% | $2.6M | +85.62% | +15.31% | +40.35% | |
| VTI - VANGUARD INDEX FDS TOTAL STK MKT | 0.66% | $2.5M | +82.69% | +16.69% | +41.16% | ||
| MSFT - MICROSOFT CORP | Add 1% ($21.5K) | 0.60% | $2.3M | +127.19% | +15.35% | +57.62% | |
| IEFA - ISHARES TR CORE MSCI EAFE | Reduce 2% $(51.2K) | 0.56% | $2.1M | +57.93% | +20.78% | +34.50% | |
| WOR - WORTHINGTON INDS INC | 0.41% | $1.6M | +119.62% | +13.77% | +16.27% | ||
| BND - VANGUARD BD INDEX FDS TOTAL BND MRKT | Add 1% ($16.3K) | 0.39% | $1.5M | -6.10% | -0.01% | -1.01% | |
| AGG - ISHARES TR CORE US AGGBD ET | Add 66% ($505.4K) | 0.33% | $1.3M | -5.97% | +0.13% | -0.90% | |
| DSI - ISHARES TR MSCI KLD400 SOC | Reduce 6% $(68.5K) | 0.29% | $1.1M | +84.40% | +14.36% | +44.23% | |
| CADE - BANCORPSOUTH BK TUPELO MISS | 0.29% | $1.1M | +63.17% | +24.96% | +29.36% | ||
| MCD - MCDONALDS CORP | Reduce 4% $(39.7K) | 0.28% | $1.1M | +59.59% | -4.73% | +15.03% | |
| MMM - 3M CO | 0.28% | $1.1M | +33.15% | +15.77% | +16.18% | ||
| LMT - LOCKHEED MARTIN CORP | 0.28% | $1.1M | +47.35% | -7.47% | -4.45% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | 0.28% | $1.1M | +150.31% | +13.95% | +42.94% | ||
| META - FACEBOOK INC | 0.28% | $1.1M | +132.04% | -4.95% | +13.68% | ||
| DUK - DUKE ENERGY CORP NEW | Reduce 4% $(35.2K) | 0.25% | $939.0K | +51.16% | +0.66% | +16.11% | |
| IVV - ISHARES TR CORE S&P500 ETF | Reduce 1% $(6.0K) | 0.24% | $932.0K | +90.16% | +14.25% | +40.08% | |
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(5.3K) | 0.21% | $818.0K | +29.25% | -6.62% | +4.14% | |
| JNJ - JOHNSON & JOHNSON | 0.18% | $706.0K | +20.09% | +20.44% | +18.10% | ||
| PEP - PEPSICO INC | 0.18% | $672.0K | +9.29% | +2.21% | +21.33% | ||
| KO - COCA COLA CO | Add 17% ($97.4K) | 0.17% | $662.0K | +67.52% | +1.09% | +17.98% | |
| INTC - INTEL CORP | Reduce 1% $(5.8K) | 0.17% | $637.0K | -46.51% | +25.80% | +9.92% | |
| IVW - ISHARES TR S&P 500 GRWT ETF | Reduce 3% $(16.4K) | 0.16% | $625.0K | +85.81% | +13.05% | +40.43% | |
| STPZ - PIMCO ETF TR 1-5 US TIP IDX | Reduce 11% $(74.9K) | 0.16% | $606.0K | +15.09% | +2.10% | +6.46% | |
| HD - HOME DEPOT INC | 0.15% | $589.0K | +56.23% | +3.45% | +40.55% | ||
| WMT - WALMART INC | 0.14% | $553.0K | +119.31% | +2.35% | +6.95% | ||
| GOOG - ALPHABET INC CAP STK CL C | 0.14% | $551.0K | +113.09% | +19.45% | +87.38% | ||
| ALL - ALLSTATE CORP | New Purchase | 0.13% | $512.0K | +162.11% | +25.21% | +47.39% | |
| VTIP - VANGUARD MALVERN FDS STRM INFPROIDX | New Purchase | 0.13% | $501.0K | +17.15% | +1.84% | +6.16% | |
| VTHR - VANGUARD SCOTTSDALE FDS VNG RUS3000IDX | Reduce 2% $(11.9K) | 0.12% | $474.0K | +82.28% | +16.40% | +40.43% | |
| HALO - HALOZYME THERAPEUTICS INC | 0.12% | $472.0K | +66.10% | +62.57% | +29.59% | ||
| GOOGL - ALPHABET INC CAP STK CL A | 0.12% | $460.0K | +112.57% | +19.56% | +88.19% | ||
| CSCO - Cisco Systems Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| MUB - iShares National Muni Bond ETF | Reduce 100% | 0.00% | $0.00 | ||||