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
201
$39.4K 0.01%
+687
202
$37.4K 0.01%
+474
203
$37.2K 0.01%
+413
204
$37K 0.01%
+389
205
$36.7K 0.01%
+1,320
206
$36.1K 0.01%
+23
207
$35.2K 0.01%
+687
208
$35.1K 0.01%
+389
209
$35K 0.01%
+1,449
210
$34.9K 0.01%
+572
211
$33.7K 0.01%
+149
212
$33.6K 0.01%
+760
213
$33.5K 0.01%
+1,044
214
$32.8K 0.01%
+126
215
$32.5K 0.01%
+68
216
$32.4K 0.01%
+277
217
$32.2K 0.01%
+246
218
$32.1K 0.01%
+415
219
$32K 0.01%
+332
220
$31.8K 0.01%
+357
221
$31.7K 0.01%
+1,356
222
$31.6K 0.01%
+650
223
$31.6K 0.01%
+122
224
$31.6K 0.01%
+129
225
$31.1K 0.01%
+443
7 8
9
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