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
276
$21.2K ﹤0.01%
+431
277
$21.1K ﹤0.01%
+673
278
$21K ﹤0.01%
+270
279
$20.6K ﹤0.01%
+91
280
$20.3K ﹤0.01%
+501
281
$20.3K ﹤0.01%
+350
282
$20.3K ﹤0.01%
+119
283
$20.2K ﹤0.01%
+2,250
284
$19.9K ﹤0.01%
+484
285
$19.9K ﹤0.01%
+1,207
286
$19.8K ﹤0.01%
+102
287
$19.6K ﹤0.01%
+155
288
$19.5K ﹤0.01%
+150
289
$19.1K ﹤0.01%
+227
290
$18.9K ﹤0.01%
+414
291
$18.7K ﹤0.01%
+710
292
$18.7K ﹤0.01%
+648
293
$18.5K ﹤0.01%
+179
294
$18.3K ﹤0.01%
+363
295
$17.5K ﹤0.01%
+320
296
$17.5K ﹤0.01%
+471
297
$17.3K ﹤0.01%
+133
298
$17.3K ﹤0.01%
+143
299
$17.3K ﹤0.01%
+834
300
$17.2K ﹤0.01%
+63
10 11
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