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
376
$355 ﹤0.01%
6
377
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+3
378
$340 ﹤0.01%
+7
379
$337 ﹤0.01%
46
380
$327 ﹤0.01%
+18
381
$326 ﹤0.01%
+3
382
$322 ﹤0.01%
+1
383
$321 ﹤0.01%
+1
384
$317 ﹤0.01%
+8
385
$315 ﹤0.01%
+4
386
$294 ﹤0.01%
+1
387
$285 ﹤0.01%
8
388
$284 ﹤0.01%
+5
389
$283 ﹤0.01%
25
390
$279 ﹤0.01%
+2
391
$279 ﹤0.01%
104
-59
392
$274 ﹤0.01%
+2
393
$273 ﹤0.01%
110
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$272 ﹤0.01%
6
395
$270 ﹤0.01%
+1
396
$269 ﹤0.01%
13
-3
397
$269 ﹤0.01%
27
-15
398
$267 ﹤0.01%
+3
399
$266 ﹤0.01%
7
400
$247 ﹤0.01%
+1
14 15
16
17 18