SC

Scratch Capital Portfolio holdings

AUM $152M
1-Year Est. Return 11.65%
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.7M
3
+$10.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.72M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.69%
3 Financials 0.37%
4 Industrials 0.04%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.37%
+4,299
27
$256K 0.31%
+8,521
28
$226K 0.28%
+580
29
$221K 0.27%
+884
30
$217K 0.26%
+1,686
31
$214K 0.26%
+8,440
32
$29K 0.04%
+13,607
33
$9.75K 0.01%
+11,904
1
2