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
126
$32.5K 0.01%
74
+2
127
$32.3K 0.01%
783
+11
128
$31.9K 0.01%
200
129
$31.6K 0.01%
445
+4
130
$31.2K 0.01%
100
-48
131
$31K 0.01%
70
+4
132
$30.7K 0.01%
115
133
$30.6K 0.01%
247
+1
134
$30.3K 0.01%
+859
135
$30.2K 0.01%
204
+1
136
$30.1K 0.01%
592
+4
137
$30K 0.01%
100
+1
138
$29.3K 0.01%
302
139
$29.3K 0.01%
+949
140
$28.8K 0.01%
+846
141
$28.5K 0.01%
146
142
$27.7K 0.01%
41
+1
143
$26.8K 0.01%
1,300
+19
144
$26.3K 0.01%
371
+8
145
$26.2K 0.01%
925
146
$25.4K 0.01%
1,081
147
$24.6K 0.01%
81
-87
148
$24.4K 0.01%
442
+244
149
$23.7K 0.01%
2,074
150
$22.6K 0.01%
2,000
4 5
6
7 8