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
551
$2.44K ﹤0.01%
+3
552
$2.4K ﹤0.01%
+18
553
$2.38K ﹤0.01%
+61
554
$2.38K ﹤0.01%
+40
555
$2.38K ﹤0.01%
+46
556
$2.36K ﹤0.01%
+10
557
$2.36K ﹤0.01%
+33
558
$2.33K ﹤0.01%
+58
559
$2.32K ﹤0.01%
+89
560
$2.3K ﹤0.01%
+123
561
$2.14K ﹤0.01%
+190
562
$2.13K ﹤0.01%
+33
563
$2.13K ﹤0.01%
+47
564
$2.09K ﹤0.01%
+20
565
$2.07K ﹤0.01%
+20
566
$2.07K ﹤0.01%
+9
567
$2.06K ﹤0.01%
+47
568
$2.02K ﹤0.01%
+13
569
$2.02K ﹤0.01%
+8
570
$2.01K ﹤0.01%
+13
571
$1.98K ﹤0.01%
+130
572
$1.98K ﹤0.01%
+17
573
$1.95K ﹤0.01%
+22
574
$1.94K ﹤0.01%
+57
575
$1.93K ﹤0.01%
+12
21 22
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