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
401
$242 ﹤0.01%
+4
402
$236 ﹤0.01%
66
+1
403
$234 ﹤0.01%
+5
404
$232 ﹤0.01%
2
405
$228 ﹤0.01%
14
406
$227 ﹤0.01%
4
407
$224 ﹤0.01%
+1
408
$222 ﹤0.01%
6
409
$220 ﹤0.01%
+4
410
$199 ﹤0.01%
+3
411
$197 ﹤0.01%
+1
412
$188 ﹤0.01%
1
413
$180 ﹤0.01%
10
414
$161 ﹤0.01%
48
415
$160 ﹤0.01%
+1
416
$155 ﹤0.01%
+1
417
$151 ﹤0.01%
+1
418
$151 ﹤0.01%
9
419
$148 ﹤0.01%
+1
420
$143 ﹤0.01%
+2
421
$140 ﹤0.01%
+2
422
$139 ﹤0.01%
1
423
$136 ﹤0.01%
+1
424
$135 ﹤0.01%
4
425
$133 ﹤0.01%
+2
15 16
17
18 19