SA

Scarborough Advisors Portfolio holdings

AUM $592M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
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
+$8.67M
3
+$7.95M
4
MBB icon
iShares MBS ETF
MBB
+$6.38M
5
IYW icon
iShares US Technology ETF
IYW
+$5.7M

Top Sells

1
+$6.33M
2
+$5.01M
3
+$3.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$3.16M
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
– –
-11,747
55
– –
-2,100
56
– –
-131,344
57
– –
-29,317
58
– –
-21,520
59
– –
-24,483
60
– –
-9,110
61
– –
-759
62
– –
-18,051
1 2
3