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
501
$3.97K ﹤0.01%
+1,160
502
$3.95K ﹤0.01%
+12
503
$3.94K ﹤0.01%
+156
504
$3.93K ﹤0.01%
+129
505
$3.92K ﹤0.01%
+21
506
$3.91K ﹤0.01%
+36
507
$3.89K ﹤0.01%
+92
508
$3.87K ﹤0.01%
+66
509
$3.83K ﹤0.01%
+1,000
510
$3.81K ﹤0.01%
+20
511
$3.73K ﹤0.01%
+617
512
$3.68K ﹤0.01%
+100
513
$3.68K ﹤0.01%
+37
514
$3.68K ﹤0.01%
+340
515
$3.67K ﹤0.01%
+100
516
$3.67K ﹤0.01%
+40
517
$3.54K ﹤0.01%
+130
518
$3.53K ﹤0.01%
+25
519
$3.51K ﹤0.01%
+24
520
$3.45K ﹤0.01%
+130
521
$3.44K ﹤0.01%
+70
522
$3.37K ﹤0.01%
+25
523
$3.31K ﹤0.01%
+76
524
$3.26K ﹤0.01%
+35
525
$3.26K ﹤0.01%
+63
19 20
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