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
601
$1.29K ﹤0.01%
+500
602
$1.28K ﹤0.01%
+76
603
$1.28K ﹤0.01%
+31
604
$1.25K ﹤0.01%
+47
605
$1.23K ﹤0.01%
+7
606
$1.22K ﹤0.01%
+33
607
$1.19K ﹤0.01%
+42
608
$1.19K ﹤0.01%
+21
609
$1.16K ﹤0.01%
+15
610
$1.15K ﹤0.01%
+2
611
$1.12K ﹤0.01%
+123
612
$1.1K ﹤0.01%
+33
613
$1.09K ﹤0.01%
+190
614
$1.08K ﹤0.01%
+200
615
$1.08K ﹤0.01%
+65
616
$1.07K ﹤0.01%
+110
617
$1.06K ﹤0.01%
+10
618
$1.04K ﹤0.01%
+82
619
$1.04K ﹤0.01%
+163
620
$1.03K ﹤0.01%
+6
621
$1.02K ﹤0.01%
+86
622
$1.02K ﹤0.01%
+100
623
$1.02K ﹤0.01%
+53
624
$993 ﹤0.01%
+161
625
$978 ﹤0.01%
+46
23 24
25
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