FC

Fairscale Capital Portfolio holdings

AUM $138M
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$7.65M
3 +$7.62M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.26M
5
AAPL icon
Apple
AAPL
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.06%
2 Financials 6.17%
3 Healthcare 5.98%
4 Communication Services 5.23%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18.2K 0.02%
+185
227
$18K 0.02%
+305
228
$17.9K 0.02%
+625
229
$17.9K 0.02%
+370
230
$17.6K 0.02%
+642
231
$17.4K 0.02%
+284
232
$16.9K 0.02%
+269
233
$16.8K 0.02%
+341
234
$16.8K 0.01%
+183
235
$16.7K 0.01%
+110
236
$16.7K 0.01%
+212
237
$16.4K 0.01%
+50
238
$15.9K 0.01%
+208
239
$15.6K 0.01%
+200
240
$15.5K 0.01%
+394
241
$15.4K 0.01%
+197
242
$14.9K 0.01%
+277
243
$14.4K 0.01%
+180
244
$14.2K 0.01%
+131
245
$13.8K 0.01%
+4,000
246
$13.1K 0.01%
+162
247
$13.1K 0.01%
+208
248
$13K 0.01%
+166
249
$12.2K 0.01%
+39
250
$12.1K 0.01%
+76