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
351
$838 ﹤0.01%
130
+2
352
$817 ﹤0.01%
11
+4
353
$771 ﹤0.01%
3
-7
354
$757 ﹤0.01%
+1
355
$737 ﹤0.01%
30
356
$725 ﹤0.01%
130
357
$717 ﹤0.01%
100
358
$705 ﹤0.01%
13
359
$701 ﹤0.01%
+8
360
$680 ﹤0.01%
180
361
$667 ﹤0.01%
8
362
$643 ﹤0.01%
4
363
$604 ﹤0.01%
161
364
$595 ﹤0.01%
143
365
$593 ﹤0.01%
80
366
$574 ﹤0.01%
133
+4
367
$536 ﹤0.01%
30
368
$504 ﹤0.01%
+5
369
$482 ﹤0.01%
+1
370
$476 ﹤0.01%
71
371
$472 ﹤0.01%
80
372
$457 ﹤0.01%
+2
373
$421 ﹤0.01%
+4
374
$413 ﹤0.01%
5
375
$360 ﹤0.01%
+4
13 14
15
16 17