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
76
$87.3K 0.04%
2,194
+148
77
$86.6K 0.04%
226
+47
78
$83.1K 0.03%
265
+1
79
$80K 0.03%
770
+9
80
$75.5K 0.03%
872
+70
81
$75K 0.03%
606
+8
82
$74.6K 0.03%
259
+2
83
$63.9K 0.03%
811
-34
84
$63.8K 0.03%
760
85
$63.7K 0.03%
623
-120
86
$60.6K 0.02%
2,820
+7
87
$59.6K 0.02%
1,254
+15
88
$58.4K 0.02%
1,283
+200
89
$57.5K 0.02%
35
90
$57.2K 0.02%
256
+1
91
$57K 0.02%
1,224
-889
92
$56.4K 0.02%
629
-47
93
$55.2K 0.02%
340
+51
94
$55K 0.02%
1,232
+16
95
$54K 0.02%
1,867
-316
96
$51.5K 0.02%
517
-121
97
$50.7K 0.02%
713
+13
98
$50.7K 0.02%
1,201
+21
99
$49.4K 0.02%
89
+2
100
$47.8K 0.02%
211
2 3
4
5 6