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
$619M
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$33.2M
3
+$30.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$17.6M

Top Sells

1
+$6.23M
2
+$4.56M
3
+$3.45M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.19M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.68M

Sector Composition

1 Technology 2.76%
2 Consumer Staples 0.94%
3 Industrials 0.84%
4 Healthcare 0.8%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$961K 0.16%
+1,553
52
$858K 0.14%
7,086
53
$702K 0.11%
+1,733
54
$635K 0.1%
+717
55
$591K 0.1%
1,834
+83
56
$577K 0.09%
651
-13
57
$576K 0.09%
+8,683
58
$575K 0.09%
26,159
+187
59
$498K 0.08%
3,004
+11
60
$476K 0.08%
1,819
+17
61
$473K 0.08%
831
-10,946
62
$461K 0.07%
+3,599
63
$458K 0.07%
5,473
+774
64
$457K 0.07%
8,366
-249
65
$442K 0.07%
+5,475
66
$425K 0.07%
9,479
-100
67
$379K 0.06%
23,639
-1,017
68
$377K 0.06%
+1,006
69
$368K 0.06%
2,199
70
$360K 0.06%
+5,855
71
$355K 0.06%
6,184
-46,674
72
$353K 0.06%
5,933
+3
73
$326K 0.05%
708
+9
74
$322K 0.05%
1,979
-4
75
$317K 0.05%
1,837
+497
1 2
3
4 5