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
$412M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.66M
3
+$3.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.9M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.5M

Top Sells

1
+$5.84M
2
+$3.41M
3
+$2.58M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.8M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.66M

Sector Composition

1 Technology 2.73%
2 Consumer Staples 0.97%
3 Healthcare 0.92%
4 Industrials 0.81%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-459
77
– –
-673
78
– –
-27,890
79
– –
-8,279
1 2 3
4