FC

Fairscale Capital Portfolio holdings

AUM $151M
1-Year Est. Return 23.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$345K
2 +$311K
3 +$263K
4
NVDA icon
NVIDIA
NVDA
+$237K
5
CEG icon
Constellation Energy
CEG
+$230K

Top Sells

1 +$283K
2 +$278K
3 +$221K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$190K
5
UNH icon
UnitedHealth
UNH
+$160K

Sector Composition

1 Technology 21.57%
2 Financials 6.92%
3 Communication Services 6.71%
4 Consumer Discretionary 4.47%
5 Healthcare 4.22%