ARBOR INVESTMENT Overview

Arbor Investment Advisors Llc is an investment advisor that manages 443.2 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 183MM in positions, representing 41% of the manager's regulatory AUM.

ARBOR INVESTMENT StockAlpha

-4.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ARBOR INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRF 20.12% ETF 5.04% 0.7% 2 1%
IWB 13.95% ETF 1.58% 0% 0 4%
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FEATURED IN
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ARBOR INVESTMENT Founders and Key Employees

Name Title In Position Since
James E. Martin Chairman March-1998
Scott E. Cawood Chief Executive Officer And Chief Investment Officer September-2003
Scott D. Jones Chief Financial Officer, Treasurer, Secretary June-2006
William E. Hollan Security Holder March-2011
Paige Pruitt Birchfield Chief Operating Officer March-2015
April Y Beason Chief Compliance Officer March-2015

ARBOR INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

ARBOR INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
Registrant typically utilizes asset allocation models designed to demonstrate a range of portfolio options based on a combination of asset classes. Portfolios are normally structured utilizing exchange traded funds, no-load open-end mutual funds and closed-end funds. Recommendations regarding individual securities are generally limited to working with clients to determine whether to retain securities already held by the client at the inception of Registrant’s management of the portfolio.

Registrant regularly obtains investment information and research materials from third parties. This includes economic and financial market commentaries, portfolio management selection and a variety of other investment research materials.

Registrant’s approach to investment management has evolved from Modern Port...
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ARBOR INVESTMENT Portfolio Concentration

ARBOR INVESTMENT Location

300 SOUTH MAIN STREET
WINSTON SALEM, North Carolina
UNITED STATES, 27101

ARBOR INVESTMENT Contact Information

Phone Number: 336-777-1677
Fax Number: 888-761-1120
Website:

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