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
101
$47.6K 0.02%
595
102
$47.3K 0.02%
868
103
$46.3K 0.02%
336
-200
104
$46K 0.02%
263
+1
105
$44.9K 0.02%
738
-342
106
$44.1K 0.02%
1,488
+24
107
$43.9K 0.02%
97
+26
108
$42.2K 0.02%
1,259
+151
109
$41.6K 0.02%
399
+8
110
$41.5K 0.02%
72
-35
111
$40.9K 0.02%
106
112
$40.6K 0.02%
1,317
+4
113
$39.1K 0.02%
865
+473
114
$38.9K 0.02%
1,534
+24
115
$38.8K 0.02%
1,320
116
$38K 0.02%
149
117
$37.3K 0.02%
69
-14
118
$36.5K 0.02%
382
-12
119
$35.1K 0.01%
149
-66
120
$35.1K 0.01%
1,553
-451
121
$34.8K 0.01%
688
-94
122
$33.6K 0.01%
145
+12
123
$33.1K 0.01%
357
124
$33.1K 0.01%
331
125
$32.9K 0.01%
362
-67
3 4
5
6 7