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
576
$1.93K ﹤0.01%
+25
577
$1.92K ﹤0.01%
+89
578
$1.91K ﹤0.01%
+300
579
$1.9K ﹤0.01%
+30
580
$1.9K ﹤0.01%
+25
581
$1.85K ﹤0.01%
+116
582
$1.76K ﹤0.01%
+11
583
$1.74K ﹤0.01%
+1,500
584
$1.72K ﹤0.01%
+60
585
$1.7K ﹤0.01%
+11
586
$1.67K ﹤0.01%
+45
587
$1.64K ﹤0.01%
+50
588
$1.6K ﹤0.01%
+50
589
$1.56K ﹤0.01%
+27
590
$1.55K ﹤0.01%
+553
591
$1.55K ﹤0.01%
+100
592
$1.51K ﹤0.01%
+2
593
$1.5K ﹤0.01%
+119
594
$1.46K ﹤0.01%
+8
595
$1.41K ﹤0.01%
+93
596
$1.41K ﹤0.01%
+88
597
$1.37K ﹤0.01%
+9
598
$1.37K ﹤0.01%
+5
599
$1.34K ﹤0.01%
+3
600
$1.31K ﹤0.01%
+112
22 23
24
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