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
$243M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.1M
3
+$9.57M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.79M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.19M

Top Sells

1
+$10.5M
2
+$8.83M
3
+$7.37M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.84M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.42M

Sector Composition

1 Technology 2.92%
2 Consumer Discretionary 1.41%
3 Communication Services 0.8%
4 Energy 0.67%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.08%
2,699
+41
52
$189K 0.08%
1,103
+12
53
$189K 0.08%
1,585
+35
54
$188K 0.08%
7,067
+290
55
$182K 0.07%
+6,942
56
$180K 0.07%
889
+9
57
$180K 0.07%
356
+19
58
$163K 0.07%
300
+100
59
$158K 0.06%
3,828
+199
60
$154K 0.06%
1,974
-12
61
$154K 0.06%
1,918
+40
62
$149K 0.06%
818
+13
63
$132K 0.05%
1,536
-226
64
$131K 0.05%
2,407
+27
65
$122K 0.05%
2,843
-453
66
$118K 0.05%
231
+3
67
$113K 0.05%
1,131
+4
68
$111K 0.05%
2,184
+293
69
$108K 0.04%
2,018
70
$101K 0.04%
2,427
+452
71
$100K 0.04%
2,562
+31
72
$99.4K 0.04%
704
+86
73
$98.8K 0.04%
812
74
$97.8K 0.04%
2,023
-607
75
$93.5K 0.04%
2,276
-552
1 2
3
4 5