AI

Arbor Investment Advisors, LLC

13F
Arbor Investment Advisors, LLC
Last update 2024-10-24 116 Stocks (18 new)
Value $755.00 Mil Turnover 6 %
Countries:
Top Holdings: IWB(14.59%)PRF(11.98%)TFLO(11.22%)VEA(10.47%)BSV(5.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Arbor Investment Advisors, LLC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWB 		iShares Russell 1000 ETF
350,393
110160.180
-0.65%
14.590
-0.10%
0.290
+6.94%
+21.31%
38163.647
 
PRF 		Invesco FTSE RAFI US 1000 ETF
2,225,980
90441.570
+1.21%
11.980
+0.14%
1.220
+3.07%
+15.43%
7394.254
 
TFLO 		iShares Treasury Floating Rate Bond ETF
1,674,846
84747.230
+9.97%
11.220
+1.02%
1.200
-0.10%
+0.28%
6933.358
 
VEA 		Vanguard FTSE Developed Markets ETF
1,496,457
79027.890
-1.44%
10.470
-0.16%
0.060
+0.58%
+5.34%
137327.215
 
BSV 		Vanguard Short-Term Bond ETF
552,784
43498.550
+3.76%
5.760
+0.21%
0.130
+0.30%
+0.84%
33070.196
 
PRFZ 		PowerShares FTSE RAFI US 1500 Small-Mid Portfolio
869,260
36117.740
+1.07%
4.780
+0.05%
1.410
+0.24%
+11.10%
2567.306
 
TIP 		iShares TIPS Bond ETF
289,067
31933.240
+3.54%
4.230
+0.14%
0.170
+0.78%
+0.87%
18064.819
 
EFA 		iShares MSCI EAFE ETF
358,627
29991.980
-3.24%
3.970
-0.14%
0.050
+0.59%
+5.79%
55576.282
 
AGG 		iShares Core U.S. Aggregate Bond ETF
267,021
27041.170
+8.59%
3.580
+0.28%
0.020
-0.14%
-0.82%
117700.282
 
VWO 		Vanguard FTSE Emerging Markets ETF
548,711
26255.830
-3.74%
3.480
-0.14%
0.030
+7.41%
+13.55%
77849.532
 

Arbor Investment Advisors, LLC's Historical Top Holdings Breakdowns

Arbor Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Add
+1.06%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Add 135.31%
60,011
34,508
TFLO 		iShares Treasury Floating Rate Bond ETF2024-09-30Add
+1.02%
●
50.42 ($50.54) 50.66
$50.61
0.14%
Add 9.97%
1,674,846
151,847
LOW 		Lowe's Companies Inc2024-09-30Add
+0.71%
●
213.3 ($242.19) 270.85
$261.39
7.93%
Add 1705.8%
20,875
19,719
TFC 		Truist Financial Corp2024-09-30New Buy
+0.47%
●
38.22 ($42.23) 44.94
$43.31
2.56%
New holding
83,691
83,691
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.28%
●
96.25 ($99.77) 101.98
$98.44
-1.33%
Add 8.59%
267,021
21,122
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.21%
●
76.38 ($77.89) 78.87
$77.67
-0.28%
Add 3.76%
552,784
20,049
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Reduce
-0.16%
●
47.6 ($50.85) 53.31
$50.46
-0.77%
Reduce -1.44%
1,496,457
-21,939
HALO 		Halozyme Therapeutics Inc2024-09-30New Buy
+0.14%
●
51.3 ($57.33) 64.42
$50.59
-11.76%
New holding
17,950
17,950
PRF 		Invesco FTSE RAFI US 1000 ETF2024-09-30Add
+0.14%
●
37.33 ($39.21) 40.63
$40.63
3.62%
Add 1.21%
2,225,980
26,692
EFA 		iShares MSCI EAFE ETF2024-09-30Reduce
-0.14%
●
75.32 ($80.46) 84.43
$79.71
-0.93%
Reduce -3.24%
358,627
-11,993

Arbor Investment Advisors, LLC Total Holding History ($B)

To

Arbor Investment Advisors, LLC's Asset Allocation

To

Arbor Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arbor Investment Advisors, LLC's Hypothetical Growth since 2024-09-30

Arbor Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Arbor Investment Advisors, LLC's Holdings Heat Map

Size field:

Arbor Investment Advisors, LLC's Holdings Bubble Chart

Arbor Investment Advisors, LLC News

  • 1

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