GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Arbor Investment Advisors, LLC Stock Picks
Arbor Investment Advisors, LLC
|Arbor Investment Advisors, LLC|
|Last update 2023-04-22||105 Stocks (6 new)|
|Value $543.00 Mil||Turnover 7 %|
Top Holdings: IWB(14.75%) PRF(12.70%) VEA(12.19%) TFLO(6.14%) EFA(5.22%)Portfolio Report
Arbor Investment Advisors, LLC has disclosed 105 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $543.00 Mil. The turnover rate is 7%.
In Arbor Investment Advisors, LLC's current portfolio as of 2023-03-31, the top 5 holdings are iShares Russell 1000 ETF (IWB), Invesco FTSE RAFI US 1000 ETF (PRF), Vanguard FTSE Developed Markets ETF (VEA), iShares Treasury Floating Rate Bond ETF (TFLO), iShares MSCI EAFE ETF (EFA), not including call and put options. Arbor Investment Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Arbor Investment Advisors, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Arbor Investment Advisors, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Arbor Investment Advisors, LLC.
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