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
$216M
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.3M
3
+$6.41M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$6.02M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.49M

Top Sells

1
+$91M
2
+$41.1M
3
+$28.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$27.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$21M

Sector Composition

1 Technology 2.6%
2 Consumer Discretionary 1.44%
3 Communication Services 0.79%
4 Energy 0.74%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$50.4K 0.02%
868
102
$50.2K 0.02%
1,180
+4
103
$47.9K 0.02%
595
+330
104
$47.2K 0.02%
1,083
105
$47K 0.02%
148
106
$45.6K 0.02%
2,004
-474
107
$44K 0.02%
1,152
108
$43.9K 0.02%
211
-29
109
$43.9K 0.02%
87
-17
110
$43.7K 0.02%
83
+15
111
$42.3K 0.02%
262
112
$41.6K 0.02%
1,464
+23
113
$40.8K 0.02%
429
+14
114
$40.3K 0.02%
394
+5
115
$40K 0.02%
1,320
116
$39.6K 0.02%
782
-98,673
117
$38.6K 0.02%
149
118
$36.6K 0.02%
391
+2
119
$36K 0.02%
203
-2
120
$35.7K 0.02%
1,108
+64
121
$35.4K 0.02%
772
+12
122
$34.7K 0.02%
1,510
+165
123
$33.9K 0.02%
331
+1
124
$33.8K 0.02%
357
125
$33.4K 0.02%
72
3 4
5
6 7