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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2021-01-15 (Q4 2020) | Holdings: 95 | Value: $436.3M | 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 | 17.44% | $76.1M | +59.59% | +10.09% | +18.96% | ||
| PRF - Invesco FTSE RAFI US 1000 ETF | Add 2% ($906.7K) | 12.15% | $53.0M | +59.65% | +13.43% | +26.11% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 3% ($1.5M) | 11.39% | $49.7M | +27.64% | +6.22% | +7.26% | |
| EFA - iShares MSCI EAFE ETF | Reduce 3% $(993.9K) | 8.67% | $37.8M | +30.93% | +5.76% | +7.30% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Add 3% ($633.0K) | 5.35% | $23.4M | +15.39% | +1.21% | +4.28% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 1% ($290.9K) | 5.33% | $23.2M | +1.50% | -1.57% | -4.58% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Add 3% ($651.8K) | 4.53% | $19.7M | +14.64% | -0.02% | -0.02% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Reduce 1% $(189.6K) | 4.49% | $19.6M | +28.16% | +10.90% | +14.00% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 7% $(1.0M) | 3.08% | $13.4M | -8.48% | -2.07% | -9.60% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Add 19% ($2.0M) | 2.86% | $12.5M | +13.09% | -0.05% | -0.30% | |
| IWM - iShares Russell 2000 ETF | Reduce 2% $(170.4K) | 2.33% | $10.2M | +2.82% | +5.50% | -1.66% | |
| BSV - Vanguard Short-Term Bond ETF | Add 1% ($132.6K) | 2.19% | $9.6M | +4.20% | -0.27% | -1.84% | |
| AAPL - Apple Inc. | 1.74% | $7.6M | +69.64% | +5.15% | +33.70% | ||
| IWF - iShares Russell 1000 Growth ETF | Reduce 3% $(254.1K) | 1.66% | $7.3M | +71.04% | +9.05% | +17.97% | |
| VT - Vanguard Total World Stock Index ETF | Add 1% ($51.6K) | 1.31% | $5.7M | +40.91% | +7.30% | +11.72% | |
| JPST - JPMorgan Ultra-Short Income ETF | Add 3% ($163.0K) | 1.23% | $5.4M | +14.29% | +0.02% | -0.01% | |
| IWD - iShares Russell 1000 Value ETF | 1.12% | $4.9M | +45.29% | +11.13% | +20.06% | ||
| LOW - Lowes Companies, Inc. | Reduce 9% $(367.5K) | 0.90% | $3.9M | +45.39% | +20.45% | +39.83% | |
| TFC - Truist Financial Corp. | Reduce 1% $(28.6K) | 0.84% | $3.6M | -2.79% | +11.53% | +32.56% | |
| VONE - Vanguard Russell 1000 ETF | 0.67% | $2.9M | +60.05% | +10.02% | +19.05% | ||
| VTI - Vanguard Total Stock Market ETF | Reduce 6% $(166.4K) | 0.63% | $2.7M | +55.61% | +9.67% | +17.53% | |
| IEFA - iShares Core MSCI EAFE ETF | Add 2% ($48.8K) | 0.58% | $2.5M | +29.09% | +6.27% | +7.19% | |
| MSFT - Microsoft Corp. | 0.56% | $2.4M | +120.15% | +22.26% | +42.78% | ||
| WOR - Worthington Industries | 0.45% | $2.0M | +83.80% | +18.18% | +3.79% | ||
| BND - Vanguard Total Bond Market ETF | Add 7% ($108.9K) | 0.37% | $1.6M | -5.95% | -1.94% | -3.23% | |
| CADE - BancorpSouth, Inc. | 0.36% | $1.6M | +21.83% | +3.28% | +13.80% | ||
| DSI - iShares MSCI KLD 400 Social ETF | Add 126% ($795.3K) | 0.33% | $1.4M | +61.14% | +11.83% | +23.29% | |
| BRK.B - Berkshire Hathaway Inc. | Add 16% ($181.7K) | 0.31% | $1.3M | +116.22% | +15.97% | +36.50% | |
| AGG - iShares Core U.S. Aggregate Bond ETF | Add 2% ($24.7K) | 0.30% | $1.3M | -5.95% | -1.86% | -3.25% | |
| MMM - 3M Company | 0.27% | $1.2M | +26.13% | +19.70% | +9.97% | ||
| IVV - iShares Core S&P 500 ETF | Add 7% ($68.3K) | 0.25% | $1.1M | +66.15% | +10.68% | +22.35% | |
| META - Facebook Inc. | 0.25% | $1.1M | +151.82% | +19.18% | +23.84% | ||
| MCD - McDonalds Corporation | Reduce 1% $(10.7K) | 0.24% | $1.1M | +64.45% | +11.31% | +24.53% | |
| LMT - Lockheed Martin Corp. | 0.23% | $991.0K | +48.88% | +12.57% | +10.61% | ||
| DUK - Duke Energy Corp. | 0.22% | $969.0K | +48.37% | +9.86% | +14.38% | ||
| JNJ - Johnson & Johnson Inc. | Add 13% ($99.2K) | 0.19% | $846.0K | +4.11% | +0.77% | +5.75% | |
| PG - Procter & Gamble Co. | 0.19% | $819.0K | +33.77% | +1.75% | +18.40% | ||
| HALO - Halozyme Therapeutics, Inc. | 0.18% | $767.0K | +3.03% | -2.32% | -28.16% | ||
| KO - Coca-Cola Co. | Reduce 1% $(10.7K) | 0.17% | $725.0K | +67.10% | +11.05% | +28.89% | |
| IVW - iShares S&P 500 Growth ETF | Add 300% ($517.5K) | 0.16% | $690.0K | +67.69% | +10.31% | +22.84% | |
| GOOG - Alphabet Inc. Cl C | Add 1% ($5.3K) | 0.15% | $662.0K | +89.68% | +31.13% | +55.56% | |
| INTC - Intel Corp. | 0.14% | $613.0K | -58.86% | +12.43% | -3.04% | ||
| JPM - JPMorgan Chase & Co. | New Purchase | 0.14% | $596.0K | +114.13% | +10.26% | +10.74% | |
| ALL - Allstate Corporation | Reduce 1% $(4.4K) | 0.14% | $593.0K | +110.69% | +13.35% | +16.48% | |
| BAC - Bank of America Corp. | New Purchase | 0.13% | $576.0K | +51.55% | +21.06% | +45.08% | |
| WMT - Wal-Mart Stores, Inc. | 0.13% | $569.0K | +112.95% | -2.38% | +0.10% | ||
| HD - Home Depot Inc. | 0.13% | $564.0K | +51.05% | +18.75% | +34.67% | ||
| GOOGL - Alphabet Inc. Cl A | 0.13% | $550.0K | +89.03% | +30.97% | +56.05% | ||
| VTIP - Vanguard Short-Term Inflation-Protected Sec E | Add 9% ($42.8K) | 0.12% | $545.0K | +15.26% | +1.14% | +4.15% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Reduce 13% $(79.6K) | 0.12% | $529.0K | +12.96% | +1.16% | +3.97% | |
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| VTHR - VANGUARD SCOTTSDALE FDS VNG RUS3000IDX | Reduce 100% | 0.00% | $0.00 | ||||