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
$708M
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.93%
2 Consumer Staples 0.8%
3 Consumer Discretionary 0.64%
4 Industrials 0.59%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$279K 0.04%
1,570
+463
102
$277K 0.04%
1,986
+7
103
$275K 0.04%
2,700
104
$264K 0.04%
420
105
$239K 0.03%
1,440
-16,798
106
$234K 0.03%
2,172
+318
107
$220K 0.03%
+376
108
$215K 0.03%
+743
109
$204K 0.03%
1,580
-55
110
$201K 0.03%
+6,942
111
-12,792
112
-14,310
113
-1,154
114
-25,632
115
-1,477
116
-717
117
-22,600
118
-1,567
119
-64,963
120
-79,413