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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
176
$47.7K 0.01%
+1,101
177
$47.4K 0.01%
+521
178
$47.4K 0.01%
+215
179
$46.1K 0.01%
+480
180
$45.6K 0.01%
+3,010
181
$45.5K 0.01%
+580
182
$45.1K 0.01%
+868
183
$45.1K 0.01%
+148
184
$44.7K 0.01%
+262
185
$44.1K 0.01%
+1,152
186
$43.7K 0.01%
+1,083
187
$43.6K 0.01%
+422
188
$43.4K 0.01%
+2,337
189
$43K 0.01%
+1,069
190
$43K 0.01%
+816
191
$42.8K 0.01%
+501
192
$42.4K 0.01%
+391
193
$42.3K 0.01%
+243
194
$42.1K 0.01%
+286
195
$41.9K 0.01%
+211
196
$41K 0.01%
+670
197
$40.8K 0.01%
+1,659
198
$40.5K 0.01%
+389
199
$40.4K 0.01%
+519
200
$39.7K 0.01%
+1,441
6 7
8
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