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
151
$62.1K 0.01%
+279
152
$62K 0.01%
+104
153
$59K 0.01%
+168
154
$58.7K 0.01%
+2,844
155
$58K 0.01%
+255
156
$57.1K 0.01%
+2,478
157
$57.1K 0.01%
+876
158
$57K 0.01%
+579
159
$56.4K 0.01%
+1,019
160
$56.2K 0.01%
+1,627
161
$55.5K 0.01%
+1,309
162
$53.4K 0.01%
+573
163
$51.9K 0.01%
+106
164
$51.8K 0.01%
+107
165
$51.7K 0.01%
+507
166
$51.5K 0.01%
+479
167
$50.2K 0.01%
+694
168
$49.8K 0.01%
+2,810
169
$49.6K 0.01%
+1,176
170
$49.5K 0.01%
+2,678
171
$49.2K 0.01%
+548
172
$49K 0.01%
+577
173
$48.7K 0.01%
+1,002
174
$48.1K 0.01%
+1,812
175
$47.8K 0.01%
+1,040
5 6
7
8 9