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 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
251
$25K 0.01%
+99
252
$25K 0.01%
+925
253
$24.8K 0.01%
+132
254
$24.7K 0.01%
+900
255
$24.5K 0.01%
+2,465
256
$24.5K 0.01%
+260
257
$24.1K 0.01%
+320
258
$23.9K ﹤0.01%
+436
259
$23.7K ﹤0.01%
+250
260
$23.7K ﹤0.01%
+452
261
$23.6K ﹤0.01%
+2,074
262
$23.2K ﹤0.01%
+183
263
$23.1K ﹤0.01%
+300
264
$23.1K ﹤0.01%
+1,345
265
$23K ﹤0.01%
+49
266
$23K ﹤0.01%
+147
267
$22.6K ﹤0.01%
+310
268
$22.3K ﹤0.01%
+681
269
$22.3K ﹤0.01%
+93
270
$22.2K ﹤0.01%
+284
271
$22.1K ﹤0.01%
+363
272
$21.6K ﹤0.01%
+457
273
$21.5K ﹤0.01%
+265
274
$21.5K ﹤0.01%
+313
275
$21.5K ﹤0.01%
+87