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
201
$11.5K ﹤0.01%
243
+1
202
$11.4K ﹤0.01%
55
203
$11.3K ﹤0.01%
155
+1
204
$11.2K ﹤0.01%
25
+1
205
$10.7K ﹤0.01%
321
+171
206
$10.5K ﹤0.01%
300
207
$9.83K ﹤0.01%
495
208
$9.76K ﹤0.01%
235
209
$8.93K ﹤0.01%
288
-864
210
$8.64K ﹤0.01%
57
+2
211
$8.63K ﹤0.01%
255
+5
212
$8.53K ﹤0.01%
79
213
$8.38K ﹤0.01%
225
214
$8.36K ﹤0.01%
200
215
$8.2K ﹤0.01%
+155
216
$8.18K ﹤0.01%
200
217
$8.09K ﹤0.01%
106
+1
218
$7.99K ﹤0.01%
162
+1
219
$7.96K ﹤0.01%
660
+7
220
$7.94K ﹤0.01%
131
+1
221
$7.93K ﹤0.01%
103
222
$7.71K ﹤0.01%
281
-50
223
$7.7K ﹤0.01%
+122
224
$7.7K ﹤0.01%
50
225
$7.66K ﹤0.01%
74
+1
7 8
9
10 11