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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
76
$302K 0.05%
2,700
77
$281K 0.05%
1,024
+25
78
$278K 0.04%
2,640
-143
79
$260K 0.04%
+420
80
$239K 0.04%
+1,477
81
$219K 0.04%
1,107
+4
82
$217K 0.04%
+1,154
83
$217K 0.04%
1,854
-60
84
$206K 0.03%
1,635
+50
85
$206K 0.03%
+1,567
86
$203K 0.03%
2,607
-92
87
$151K 0.02%
+14,310
88
$62.9K 0.01%
+79,413
89
$12.9K ﹤0.01%
+12,792
90
– –
-2
91
– –
-377
92
– –
-688
93
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-204
94
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-79
95
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-414
96
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-511
97
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-812
98
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-154
99
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-308
100
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4
5 6