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
$486M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$6.73M
3 +$6.58M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.74M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.5M

Top Sells

1 +$7.82M
2 +$6.75M
3 +$3.89M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.63M

Sector Composition

1 Technology 2.95%
2 Industrials 1.05%
3 Consumer Staples 1%
4 Healthcare 0.98%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
0
727
$0 ﹤0.01%
+143
728
$0 ﹤0.01%
+729
729
$0 ﹤0.01%
+296
730
$0 ﹤0.01%
+680
731
0
732
$0 ﹤0.01%
+46
733
$0 ﹤0.01%
+79
734
$0 ﹤0.01%
+104
735
$0 ﹤0.01%
+206
736
-2,128
737
$0 ﹤0.01%
+781