SA
Scarborough Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+5.98%
1 Year Return
+11.48%
3 Year Return
+44.64%
5 Year Return
–
10 Year Return
–
AUM
$291M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.34%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$34M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$21.6M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$21.1M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$19.9M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$18.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.97% |
| 2 | Healthcare | 1.12% |
| 3 | Consumer Discretionary | 0.98% |
| 4 | Industrials | 0.85% |
| 5 | Communication Services | 0.57% |
