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

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
151
$22.4K 0.01%
+1,207
152
$22.2K 0.01%
900
153
$21.8K 0.01%
173
154
$21.6K 0.01%
465
+5
155
$21.3K 0.01%
673
156
$21K 0.01%
134
+1
157
$20.8K 0.01%
511
+4
158
$19.5K 0.01%
2,250
159
$19.2K 0.01%
161
160
$18.9K 0.01%
211
+4
161
$18.8K 0.01%
428
162
$18.6K 0.01%
414
163
$18.2K 0.01%
41
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$18.1K 0.01%
471
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$18.1K 0.01%
85
+2
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$18.1K 0.01%
144
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$18K 0.01%
230
+3
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$17.9K 0.01%
230
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$17.9K 0.01%
246
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$17.1K 0.01%
297
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$16.9K 0.01%
201
-26
172
$16.9K 0.01%
163
-2
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$16.3K 0.01%
249
174
$16.3K 0.01%
163
175
$16.3K 0.01%
63