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
301
$17.1K ﹤0.01%
+172
302
$17K ﹤0.01%
+206
303
$16.9K ﹤0.01%
+139
304
$16.7K ﹤0.01%
+191
305
$16.6K ﹤0.01%
+43
306
$16.5K ﹤0.01%
+121
307
$16.3K ﹤0.01%
+1,047
308
$16.2K ﹤0.01%
+225
309
$16K ﹤0.01%
+260
310
$15.9K ﹤0.01%
+249
311
$15.8K ﹤0.01%
+268
312
$15.7K ﹤0.01%
+108
313
$15.5K ﹤0.01%
+230
314
$15.5K ﹤0.01%
+280
315
$15.4K ﹤0.01%
+620
316
$15.1K ﹤0.01%
+59
317
$14.9K ﹤0.01%
+206
318
$14.9K ﹤0.01%
+69
319
$14.9K ﹤0.01%
+123
320
$14.9K ﹤0.01%
+200
321
$14.9K ﹤0.01%
+204
322
$14.7K ﹤0.01%
+587
323
$14.7K ﹤0.01%
+63
324
$14.7K ﹤0.01%
+32
325
$14.5K ﹤0.01%
+122