SC
Scratch Capital Portfolio holdings
AUM
$153M
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$153M
AUM Growth
+$1.21M
(+0.8%)
Holding
70
Top Buys
| 1 | +$2.76M | |
| 2 | +$1.66M | |
| 3 | +$1.33M | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$835K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$648K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.02M | |
| 3 | +$806K | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$775K |
| 5 |
Verisk Analytics
VRSK
|
+$729K |
Sector Composition
| 1 | Technology | 4.25% |
| 2 | Consumer Discretionary | 1.29% |
| 3 | Financials | 0.85% |
| 4 | Consumer Staples | 0.56% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Waters Corp
WAT
$23.1B
| – | – |
-1,200
|
|
||
52
Vertiv
VRT
$67.6B
| – | – |
-3,101
|
|
||
|
53
Verisk Analytics
VRSK
$30.7B
| – | – |
-2,900
|
|
||
54
Visa
V
$633B
| – | – |
-1,019
|
|
||
55
Thermo Fisher Scientific
TMO
$232B
| – | – |
-1,291
|
|
||
56
S&P Global
SPGI
$165B
| – | – |
-1,211
|
|
||
57
Roper Technologies
ROP
$44.8B
| – | – |
-801
|
|
||
58
IDEX
IEX
$14.7B
| – | – |
-1,601
|
|
||
59
Goldman Sachs
GS
$289B
| – | – |
-259
|
|
||
60
Alphabet (Google) Class C
GOOG
$3.99T
| – | – |
-1,683
|
|
||
61
Fidelity National Information Services
FIS
$32.8B
| – | – |
-5,052
|
|
||
|
FISV
62
Fiserv Inc
FISV
$35.7B
| – | – |
-6,250
|
|
||
|
63
Arthur J. Gallagher & Co
AJG
$66.4B
| – | – |
-2,501
|
|
||
64
Amphenol
APH
$189B
| – | – |
-12,896
|
|
||
65
AptarGroup
ATR
$8.18B
| – | – |
-3,001
|
|
||
66
Bridger Aerospace
BAER
$159M
| – | – |
-13,607
|
|
||
67
Church & Dwight Co
CHD
$21.8B
| – | – |
-4,401
|
|
||
68
Danaher
DHR
$167B
| – | – |
-2,801
|
|
||
69
iShares Select Dividend ETF
DVY
$21.8B
| – | – |
-1,565
|
|
||
70
Enbridge
ENB
$104B
| – | – |
-5,562
|
|