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
476
$5.18K ﹤0.01%
+100
477
$5.12K ﹤0.01%
+257
478
$5.08K ﹤0.01%
+256
479
$5.08K ﹤0.01%
+99
480
$5.02K ﹤0.01%
+395
481
$4.97K ﹤0.01%
+25
482
$4.88K ﹤0.01%
+85
483
$4.78K ﹤0.01%
+881
484
$4.7K ﹤0.01%
+27
485
$4.65K ﹤0.01%
+35
486
$4.61K ﹤0.01%
+84
487
$4.45K ﹤0.01%
+54
488
$4.42K ﹤0.01%
+179
489
$4.4K ﹤0.01%
+30
490
$4.39K ﹤0.01%
+5
491
$4.39K ﹤0.01%
+146
492
$4.33K ﹤0.01%
+108
493
$4.19K ﹤0.01%
+104
494
$4.15K ﹤0.01%
+9
495
$4.14K ﹤0.01%
+35
496
$4.13K ﹤0.01%
+62
497
$4.12K ﹤0.01%
+14
498
$4.1K ﹤0.01%
+53
499
$4.08K ﹤0.01%
+120
500
$4K ﹤0.01%
+486
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