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
$291M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$21.6M
3 +$21.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$19.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.97%
2 Healthcare 1.12%
3 Consumer Discretionary 0.98%
4 Industrials 0.85%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$264K 0.09%
+411
52
$253K 0.09%
+4,869
53
$249K 0.09%
+1,103
54
$248K 0.09%
+1,916
55
$245K 0.08%
+696
56
$242K 0.08%
+4,551
57
$238K 0.08%
+779
58
$236K 0.08%
+1,526
59
$223K 0.08%
+1,540
60
$219K 0.08%
+734
61
$155K 0.05%
+93,750
62
$78K 0.03%
+1,222