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
$373M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.62M
3
+$7.89M
4
MBB icon
iShares MBS ETF
MBB
+$6.41M
5
IYW icon
iShares US Technology ETF
IYW
+$5.55M

Top Sells

1
+$6.29M
2
+$5.01M
3
+$3.46M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.18M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.99M

Sector Composition

1 Industrials 0.87%
2 Technology 0.7%
3 Consumer Discretionary 0.32%
4 Healthcare 0.24%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.06%
+3,255
52
$46.1K 0.01%
93,750
53
– –
-9,423
54
– –
-18,051
55
– –
-11,747
56
– –
-2,100
57
– –
-131,344
58
– –
-29,317
59
– –
-21,520
60
– –
-24,483
61
– –
-9,110
62
– –
-759
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3