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
$116M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$26.7K
2 +$26.3K
3 +$22.5K
4
NVDA icon
NVIDIA
NVDA
+$22.2K
5
ORCL icon
Oracle
ORCL
+$20.3K

Top Sells

1 +$94.9K
2 +$62.8K
3 +$62.5K
4
SMCI icon
Super Micro Computer
SMCI
+$60.6K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$38.3K

Sector Composition

1 Technology 20.6%
2 Financials 6.56%
3 Communication Services 5.44%
4 Healthcare 5.22%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10.3K 0.01%
390
252
$10.1K 0.01%
200
253
$9.44K 0.01%
76
254
$8.91K 0.01%
500
255
$8.31K 0.01%
25
256
$8.29K 0.01%
322
257
$8.22K 0.01%
145
258
$8.17K 0.01%
159
259
$7.44K 0.01%
35
260
$7.28K 0.01%
4,000
261
$7.23K 0.01%
50
262
$7.21K 0.01%
+138
263
$6.98K 0.01%
132
264
$6.84K 0.01%
127
265
$6.65K 0.01%
75
266
$6.64K 0.01%
110
267
$6.38K 0.01%
60
268
$5.92K 0.01%
79
269
$5.85K 0.01%
53
270
$5.1K ﹤0.01%
47
271
$4.98K ﹤0.01%
200
272
$4.92K ﹤0.01%
11
273
$4.61K ﹤0.01%
117
274
$4.57K ﹤0.01%
8
275
$4.53K ﹤0.01%
243