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
$619M
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$33.2M
3
+$30.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$17.6M

Top Sells

1
+$6.23M
2
+$4.56M
3
+$3.45M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.19M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.68M

Sector Composition

1 Technology 2.76%
2 Consumer Staples 0.94%
3 Industrials 0.84%
4 Healthcare 0.8%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 1.01%
117,925
-388
27
$6.01M 0.97%
131,984
+2,954
28
$5.68M 0.92%
+107,639
29
$4.49M 0.73%
+33,268
30
$4.44M 0.72%
+25,630
31
$3.94M 0.64%
77,110
+1,430
32
$3.89M 0.63%
+32,325
33
$3.73M 0.6%
+6,389
34
$3.7M 0.6%
15,889
-80
35
$3.15M 0.51%
24,296
+430
36
$2.87M 0.46%
18,238
-7,216
37
$2.77M 0.45%
+29,653
38
$2.74M 0.44%
22,600
+1,880
39
$2.56M 0.41%
54,604
-50
40
$2.46M 0.4%
41,085
+27
41
$2.3M 0.37%
12,360
+344
42
$2.28M 0.37%
+8,202
43
$1.84M 0.3%
18,260
+595
44
$1.66M 0.27%
+64,963
45
$1.35M 0.22%
+52,406
46
$1.34M 0.22%
2,742
+259
47
$1.2M 0.19%
+3,134
48
$1.19M 0.19%
25,632
+5,600
49
$1.1M 0.18%
22,105
-12,935
50
$1.09M 0.18%
19,238
-2,838
1
2
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