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
$243M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.1M
3
+$9.57M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.19M

Top Sells

1
+$10.5M
2
+$8.83M
3
+$7.37M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.84M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.42M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.41%
3 Communication Services 0.8%
4 Energy 0.67%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.52K ﹤0.01%
400
+100
227
$7.23K ﹤0.01%
120
228
$7.22K ﹤0.01%
57
-180
229
$7.03K ﹤0.01%
15
230
$6.94K ﹤0.01%
204
+1
231
$6.93K ﹤0.01%
192
232
$6.91K ﹤0.01%
49
+3
233
$6.74K ﹤0.01%
62
234
$6.64K ﹤0.01%
68
+2
235
$6.6K ﹤0.01%
+228
236
$6.57K ﹤0.01%
101
237
$6.49K ﹤0.01%
85
238
$6.47K ﹤0.01%
109
239
$6.29K ﹤0.01%
67
240
$6.24K ﹤0.01%
46
+1
241
$6.23K ﹤0.01%
54
242
$6.18K ﹤0.01%
50
243
$6.16K ﹤0.01%
97
244
$6.15K ﹤0.01%
106
+3
245
$6.13K ﹤0.01%
136
246
$6.07K ﹤0.01%
146
-231
247
$6K ﹤0.01%
27
248
$5.95K ﹤0.01%
90
249
$5.92K ﹤0.01%
69
250
$5.9K ﹤0.01%
80
+2
8 9
10
11 12