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
276
$3.92K ﹤0.01%
62
277
$3.84K ﹤0.01%
80
-30
278
$3.83K ﹤0.01%
881
279
$3.81K ﹤0.01%
100
280
$3.78K ﹤0.01%
188
+1
281
$3.67K ﹤0.01%
346
+17
282
$3.15K ﹤0.01%
4
+1
283
$2.86K ﹤0.01%
160
284
$2.86K ﹤0.01%
50
285
$2.84K ﹤0.01%
253
286
$2.81K ﹤0.01%
26
287
$2.78K ﹤0.01%
33
288
$2.77K ﹤0.01%
46
289
$2.77K ﹤0.01%
59
+1
290
$2.74K ﹤0.01%
200
291
$2.73K ﹤0.01%
112
+56
292
$2.72K ﹤0.01%
257
293
$2.63K ﹤0.01%
76
294
$2.6K ﹤0.01%
15
+1
295
$2.47K ﹤0.01%
22
+4
296
$2.45K ﹤0.01%
50
297
$2.42K ﹤0.01%
9
298
$2.28K ﹤0.01%
40
299
$2.23K ﹤0.01%
116
300
$2.23K ﹤0.01%
63
+6
10 11
12
13 14