SA
Scarborough Advisors Portfolio holdings
AUM
$504M
This Quarter Return
-1.89%
1 Year Return
+11.48%
3 Year Return
+44.64%
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+7.6%)
Cap. Flow
+$59.7M
Cap. Flow
% of AUM
19.06%
Top 10 Holdings %
Top 10 Hldgs %
61.47%
Holding
65
New
3
Increased
31
Reduced
21
Closed
7
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$25.7M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$20.8M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$11.2M |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$10.4M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$8.84M |
Top Sells
Sector Composition
| 1 | Technology | 3.32% |
| 2 | Industrials | 0.95% |
| 3 | Healthcare | 0.93% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Communication Services | 0.49% |
