SA
Scarborough Advisors Portfolio holdings
AUM
$504M
1-Year Est. Return
11.48%
1 Year Est. Return
+11.48%
AUM
$504M
AUM Growth
-$198M
(-28%)
Holding
509
Top Buys
| 1 | +$17.1M | |
| 2 | +$16.5M | |
| 3 | +$6.2M | |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$5.97M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$5.71M |
Top Sells
| 1 | +$61.2M | |
| 2 | +$34.3M | |
| 3 | +$27.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$18.2M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$16.1M |
Sector Composition
| 1 | Technology | 1.65% |
| 2 | Consumer Discretionary | 0.77% |
| 3 | Communication Services | 0.54% |
| 4 | Financials | 0.49% |
| 5 | Industrials | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
| $0 | ﹤0.01% |
+42
|
|
||
502
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $0 | ﹤0.01% |
+742
|
|
||
503
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-33,747
|
|
||
|
504
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-35,491
|
|
||
505
Vanguard Total Stock Market ETF
VTI
$543B
| – | – |
-35,015
|
|
||
506
Vanguard Growth ETF
VUG
$195B
| – | – |
-2,544
|
|
||
507
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
| – | – |
-11,737
|
|
||
508
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-4,463
|
|
||
509
Walmart
WMT
$859B
| – | – |
-6,095
|
|