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
176
$15.8K 0.01%
+92
177
$15.6K 0.01%
241
-222
178
$15.6K 0.01%
571
179
$15.6K 0.01%
208
+1
180
$15.4K 0.01%
192
+1
181
$15.3K 0.01%
64
+1
182
$15.2K 0.01%
230
183
$15.1K 0.01%
103
184
$14.8K 0.01%
5
185
$14.7K 0.01%
168
+5
186
$14.6K 0.01%
377
+125
187
$14.3K 0.01%
111
188
$14K 0.01%
205
+1
189
$13.8K 0.01%
71
+2
190
$13.4K 0.01%
66
+1
191
$13.2K 0.01%
3,910
+2,500
192
$12.9K 0.01%
132
-8
193
$12.7K 0.01%
640
+25
194
$12.7K 0.01%
137
195
$12.6K 0.01%
129
+4
196
$12.4K 0.01%
255
+4
197
$12K ﹤0.01%
154
+101
198
$11.9K ﹤0.01%
396
-290
199
$11.7K ﹤0.01%
474
-30
200
$11.5K ﹤0.01%
27
6 7
8
9 10