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
201
$26.6K 0.02%
+1,690
202
$26.5K 0.02%
+668
203
$26.1K 0.02%
+1,360
204
$26.1K 0.02%
+590
205
$25.7K 0.02%
+68
206
$25.3K 0.02%
+170
207
$23.7K 0.02%
+342
208
$23.3K 0.02%
+180
209
$23.3K 0.02%
+79
210
$23K 0.02%
+57
211
$22.8K 0.02%
+747
212
$21.7K 0.02%
+75
213
$20.5K 0.02%
+300
214
$20K 0.02%
+205
215
$19.8K 0.02%
+60
216
$19.8K 0.02%
+238
217
$19.8K 0.02%
+142
218
$19.4K 0.02%
+62
219
$19.3K 0.02%
+312
220
$18.9K 0.02%
+135
221
$18.9K 0.02%
+74
222
$18.8K 0.02%
+33
223
$18.6K 0.02%
+264
224
$18.4K 0.02%
+394
225
$18.4K 0.02%
+84