SA

Scarborough Advisors Portfolio holdings

AUM $504M
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.73M
3
+$6.58M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.74M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.5M

Top Sells

1
+$7.82M
2
+$6.75M
3
+$3.89M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.63M

Sector Composition

1 Technology 2.95%
2 Industrials 1.05%
3 Consumer Staples 1%
4 Healthcare 0.98%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
+2,000
227
$30.8K 0.01%
+840
228
$30.4K 0.01%
+330
229
$29.9K 0.01%
+104
230
$29.6K 0.01%
+237
231
$29.6K 0.01%
+72
232
$29.3K 0.01%
+505
233
$29.3K 0.01%
+146
234
$29.2K 0.01%
+205
235
$29.1K 0.01%
+465
236
$28.8K 0.01%
+969
237
$28.8K 0.01%
+115
238
$28.7K 0.01%
+117
239
$28.2K 0.01%
+66
240
$27.9K 0.01%
+611
241
$27.8K 0.01%
+34
242
$27.8K 0.01%
+542
243
$26.8K 0.01%
+128
244
$26.6K 0.01%
+1,255
245
$26.5K 0.01%
+633
246
$26.1K 0.01%
+153
247
$26.1K 0.01%
+272
248
$25.9K 0.01%
+200
249
$25.6K 0.01%
+50
250
$25.2K 0.01%
+173
8 9
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