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 Buys

1
+$10.5M
2
+$6.73M
3
+$6.58M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.74M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.5M

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
426
$7.3K ﹤0.01%
+830
427
$7.26K ﹤0.01%
+225
428
$7.2K ﹤0.01%
+52
429
$7.17K ﹤0.01%
+200
430
$7.05K ﹤0.01%
+1,408
431
$7.02K ﹤0.01%
+75
432
$6.99K ﹤0.01%
+46
433
$6.86K ﹤0.01%
+150
434
$6.8K ﹤0.01%
+222
435
$6.66K ﹤0.01%
+250
436
$6.65K ﹤0.01%
+115
437
$6.64K ﹤0.01%
+129
438
$6.58K ﹤0.01%
+58
439
$6.52K ﹤0.01%
+109
440
$6.5K ﹤0.01%
+97
441
$6.5K ﹤0.01%
+125
442
$6.45K ﹤0.01%
+79
443
$6.44K ﹤0.01%
+40
444
$6.42K ﹤0.01%
+395
445
$6.4K ﹤0.01%
+50
446
$6.39K ﹤0.01%
+47
447
$6.27K ﹤0.01%
+78
448
$6.18K ﹤0.01%
+252
449
$6.15K ﹤0.01%
+101
450
$6.13K ﹤0.01%
+44
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