SA
Scarborough Advisors Portfolio holdings
AUM
$504M
1-Year Return
11.48%
This Quarter Return
+5.66%
1 Year Return
+11.48%
3 Year Return
+44.64%
5 Year Return
–
10 Year Return
–
AUM
$619M
AUM Growth
+$375M
(+154%)
Cap. Flow
+$362M
Cap. Flow
% of AUM
58.58%
Top 10 Holdings %
Top 10 Hldgs %
59.94%
Holding
494
New
38
Increased
31
Reduced
17
Closed
402
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$107M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$33.2M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$30.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$28.5M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.6M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.23M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$4.56M |
| 3 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$3.45M |
| 4 |
Vanguard Energy ETF
VDE
|
$3.19M |
| 5 |
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% |
