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
251
$5.9K ﹤0.01%
1,472
252
$5.75K ﹤0.01%
275
253
$5.5K ﹤0.01%
75
-2,144
254
$5.49K ﹤0.01%
84
255
$5.38K ﹤0.01%
1,256
256
$5.33K ﹤0.01%
68
257
$5.32K ﹤0.01%
58
258
$5.25K ﹤0.01%
5
259
$5.21K ﹤0.01%
20
-123
260
$5.11K ﹤0.01%
5
+3
261
$5.11K ﹤0.01%
180
262
$5.01K ﹤0.01%
+150
263
$4.88K ﹤0.01%
9
264
$4.78K ﹤0.01%
50
265
$4.77K ﹤0.01%
120
266
$4.75K ﹤0.01%
354
267
$4.72K ﹤0.01%
6
+1
268
$4.63K ﹤0.01%
39
+2
269
$4.56K ﹤0.01%
308
+8
270
$4.47K ﹤0.01%
+908
271
$4.45K ﹤0.01%
305
+3
272
$4.42K ﹤0.01%
75
273
$4.23K ﹤0.01%
110
+1
274
$4.19K ﹤0.01%
14
275
$4.05K ﹤0.01%
66
9 10
11
12 13