SA
Scarborough Advisors Portfolio holdings
AUM
$504M
This Quarter Return
+7.42%
1 Year Return
+11.48%
3 Year Return
+44.64%
5 Year Return
–
10 Year Return
–
AUM
$373M
AUM Growth
+$373M
(+16%)
Cap. Flow
+$31M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
59.01%
Holding
62
New
8
Increased
19
Reduced
23
Closed
10
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$11.1M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$8.62M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$7.89M |
| 4 |
iShares MBS ETF
MBB
|
$6.41M |
| 5 |
iShares US Technology ETF
IYW
|
$5.55M |
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$6.29M |
| 2 |
Microsoft
MSFT
|
$5.01M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.46M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.18M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$2.99M |
Sector Composition
| 1 | Industrials | 0.87% |
| 2 | Technology | 0.7% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Healthcare | 0.24% |
| 5 | Energy | 0.16% |
