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
326
$1.37K ﹤0.01%
40
327
$1.32K ﹤0.01%
96
328
$1.29K ﹤0.01%
31
329
$1.27K ﹤0.01%
88
-10
330
$1.26K ﹤0.01%
50
-30
331
$1.24K ﹤0.01%
32
332
$1.23K ﹤0.01%
116
333
$1.2K ﹤0.01%
54
334
$1.17K ﹤0.01%
119
+4
335
$1.14K ﹤0.01%
8
+1
336
$1.13K ﹤0.01%
553
337
$1.08K ﹤0.01%
33
338
$1.07K ﹤0.01%
56
+2
339
$1.05K ﹤0.01%
+5
340
$1.05K ﹤0.01%
21
341
$1.03K ﹤0.01%
38
342
$1.01K ﹤0.01%
127
-9
343
$981 ﹤0.01%
18
344
$952 ﹤0.01%
10
345
$944 ﹤0.01%
+4
346
$939 ﹤0.01%
76
347
$921 ﹤0.01%
300
348
$873 ﹤0.01%
107
+4
349
$873 ﹤0.01%
10
350
$871 ﹤0.01%
33
+1
12 13
14
15 16