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
$486M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.73M
3
+$6.58M
4
IXC icon
iShares Global Energy ETF
IXC
+$4.74M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.5M

Top Sells

1
+$7.82M
2
+$6.75M
3
+$3.89M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.63M

Sector Composition

1 Technology 2.95%
2 Industrials 1.05%
3 Consumer Staples 1%
4 Healthcare 0.98%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82.2K 0.02%
+1,118
127
$81.2K 0.02%
+3,198
128
$77.9K 0.02%
+1,518
129
$77.7K 0.02%
+1,544
130
$77.6K 0.02%
+1,438
131
$77.5K 0.02%
+254
132
$76.9K 0.02%
+260
133
$76.5K 0.02%
+2,809
134
$74K 0.02%
+1,766
135
$72.7K 0.02%
+903
136
$72.6K 0.01%
+650
137
$72.3K 0.01%
+1,287
138
$68.2K 0.01%
+746
139
$67.9K 0.01%
+1,344
140
$66.6K 0.01%
+5,856
141
$65.2K 0.01%
+344
142
$65.2K 0.01%
+1,937
143
$65.2K 0.01%
+3,144
144
$65.2K 0.01%
+618
145
$65K 0.01%
+600
146
$64.4K 0.01%
+390
147
$63.7K 0.01%
+777
148
$63.6K 0.01%
+264
149
$63.1K 0.01%
+579
150
$62.7K 0.01%
+830
4 5
6
7 8