SC

Scratch Capital Portfolio holdings

AUM $153M
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.01M
3
+$3.64M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.34M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.98M

Top Sells

1
+$1.47M
2
+$468K
3
+$250K
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$224K
5
BROS icon
Dutch Bros
BROS
+$150K

Sector Composition

1 Technology 5.1%
2 Consumer Discretionary 1.32%
3 Financials 0.92%
4 Consumer Staples 0.63%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$565K 0.46%
+7,474
27
$504K 0.41%
2,304
+104
28
$387K 0.31%
+6,789
29
$319K 0.26%
13,100
-41
30
$296K 0.24%
2,401
-667
31
$264K 0.21%
1,953
+266
32
$245K 0.2%
1,194
+206
33
$216K 0.18%
588
+4
34
$201K 0.16%
6,932
-3,103
35
$71.3K 0.06%
+53,180
36
$26.3K 0.02%
13,607
37
$13.7K 0.01%
11,904
1
2