AAL
ArborFi Advisors LLC Portfolio
Invests via ArborFi Advisors LLC | Managed by Thomas Costigan, Kate Slocum
Invests via ArborFi Advisors LLC
Managed by Thomas Costigan, Kate Slocum
Automatically Tracked
Company Profile
Boutique wealth and investment advisory firm focused on serving high-net-worth individuals, family offices and small institutions, ArborFi Advisors LLC provides discretionary portfolio management, financial planning and alternative strategy allocation advice. The firm emphasizes tax-aware, risk-managed equity and fixed-income solutions, liability-driven planning and customized reporting for intermediaries, positioning itself as a nimble, client-centric player in the wealth-management segment.
Boutique wealth and investment advisory firm focused on serving high-net-worth individuals, family offices and small institutions, ArborFi Advisors LLC provides discretionary portfolio management, financial planning and alternative strategy allocation advice. The firm emphasizes tax-aware, risk-managed equity and fixed-income solutions, liability-driven planning and customized reporting for intermediaries, positioning itself as a nimble, client-centric player in the wealth-management segment.
Investment Philosophy & Strategy
Boutique wealth manager focused on tax-aware, liability-driven portfolio construction that blends risk-managed equities, diversified fixed income and select alternatives. Capital allocation prioritizes after-tax returns and liquidity for high-net-worth, family-office and small institutional clients, using discretionary mandates and customized reporting to align horizon and liabilities. Investment decisions favor concentration in high-conviction ideas, active tax optimization, tactical duration and credit management, and disciplined downside protection.
Boutique wealth manager focused on tax-aware, liability-driven portfolio construction that blends risk-managed equities, diversified fixed income and select alternatives. Capital allocation prioritizes after-tax returns and liquidity for high-net-worth, family-office and small institutional clients, using discretionary mandates and customized reporting to align horizon and liabilities. Investment decisions favor concentration in high-conviction ideas, active tax optimization, tactical duration and credit management, and disciplined downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.18%
Gain
Monthly
0.06%
Yearly
0.76%
Drawdown
19.6%
$133.99M
Equity
Holdings
$133.99M
Investment
$112.22M
$22.95M
Profit -$549,149.66
Realized
$1.18M
Unrealized
$21.77M
Dividends
$3.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$549,149.66
Win %
72%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$1.78M
Win %
72%
This Month
Compared to last month
Gain
-1.26%
Profit
-$1.71M
Win %
72%
This Year
Compared to last year
Gain
9.38%
Profit
$11.49M
Win %
74%
BRK-B Berkshire Hathaway Inc.
+1.71%
+$5,567.42 
BRK-A Berkshire Hathaway Inc.
+1.59%
+$11,713.31 
SHLD Global X Defense Tech ETF
+1.34%
+$25,279.42 
GLDM SPDR Gold MiniShares Trust
+0.38%
+$1,943.4 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$26,770.76 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.23%
+$11,723.2 
MBB iShares MBS ETF
+0.22%
+$6,387.94 
DFCF Dimensional Core Fixed Income ETF
+0.13%
+$12,901.9 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.12%
+$1,631.7 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$1,572.82 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$254.38 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$3,064.95 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$622.37 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$711.27 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$348.43 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
QVML Invesco S&P 500 QVM Multi-factor ETF
0%
$0 
MSFT Microsoft Corp.
-2.36%
-$8,115.78 
GOOGL Alphabet Inc
-2.1%
-$9,302.36 
DFAE Dimensional Emerging Core Equity Market ETF
-1.57%
-$99,402.49 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$5,322.29 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.3%
-$141,590.68 
AIQ Global X Artificial Intelligence & Technology ETF
-1.28%
-$30,353.64 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$2,642.55 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$11,513.81 
USXF iShares ESG Aware MSCI USA ETF
-0.77%
-$2,165.55 
VOO Vanguard S&P 500 ETF
-0.69%
-$6,716.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$157,320 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$2,044.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$6,946.57 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$53,554.85 
SPMO Invesco S&P 500 Momentum ETF
-0.54%
-$23,189.66 
DUHP Dimensional US High Profitability ETF
-0.54%
-$41,346.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.44%
-$34,522.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.36%
-$1,341.67 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.35%
-$17,261.69 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.11%
-$232.96 
AMZN Amazon.com Inc
-0.1%
-$258.18 
XSMO Invesco S&P SmallCap Momentum ETF
-0.07%
-$2,437.63 
AAPL Apple Inc.
-0.07%
-$336.06 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$123.4 
BINC iShares Flexible Income Active ETF
-0.02%
-$594.08 
MUB iShares National Muni Bond ETF
-0.02%
-$141.1 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$97.98 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$103.8 Events
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Dividends
Dividend Analysis
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| Trades 261 | Longs Won 186/261 71% | Profit Factor 28.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,617.14 |
| Average Win $127,896.08 | Best Trade (Jul 10) $4.04M | Sharpe Ratio -138.33 |
| Average Loss -$11,153.13 | Worst Trade (Jun 29) -$241,299.11 | Z-Score 4.94 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $87,939.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
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