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
526
$3.24K ﹤0.01%
+175
527
$3.23K ﹤0.01%
+79
528
$3.22K ﹤0.01%
+188
529
$3.21K ﹤0.01%
+63
530
$3.2K ﹤0.01%
+85
531
$3.09K ﹤0.01%
+225
532
$2.99K ﹤0.01%
+50
533
$2.94K ﹤0.01%
+71
534
$2.92K ﹤0.01%
+26
535
$2.92K ﹤0.01%
+120
536
$2.9K ﹤0.01%
+200
537
$2.85K ﹤0.01%
+53
538
$2.84K ﹤0.01%
+162
539
$2.83K ﹤0.01%
+43
540
$2.77K ﹤0.01%
+29
541
$2.76K ﹤0.01%
+14
542
$2.73K ﹤0.01%
+40
543
$2.73K ﹤0.01%
+50
544
$2.65K ﹤0.01%
+68
545
$2.63K ﹤0.01%
+253
546
$2.6K ﹤0.01%
+27
547
$2.54K ﹤0.01%
+52
548
$2.53K ﹤0.01%
+112
549
$2.48K ﹤0.01%
+357
550
$2.47K ﹤0.01%
+64
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