SC
Scratch Capital Portfolio holdings
AUM
$153M
1-Year Est. Return
13.83%
This Fund
S&P 500
1 Year Est. Return
+13.83%
AUM
$152M
AUM Growth
+$28.7M
(+23%)
Holding
63
Top Buys
| 1 | +$2.79M | |
| 2 | +$2.04M | |
| 3 | +$1.61M | |
| 4 |
Amphenol
APH
|
+$1.42M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$1.32M |
Top Sells
| 1 | +$1.46M | |
| 2 | +$272K | |
| 3 | +$169K | |
| 4 |
Microsoft
MSFT
|
+$89.3K |
| 5 |
NVIDIA
NVDA
|
+$84.5K |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Financials | 2.3% |
| 3 | Industrials | 1.37% |
| 4 | Healthcare | 1.3% |
| 5 | Consumer Discretionary | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Total US Stock Market ETF
ITOT
$82.4B
| $277K | 0.18% |
1,902
-51
|
|
||
52
IDEX
IEX
$15.5B
| $261K | 0.17% |
+1,601
|
|
||
53
Tesla
TSLA
$1.52T
| $257K | 0.17% |
+578
|
|
||
54
Home Depot
HD
$367B
| $240K | 0.16% |
591
+3
|
|
||
55
Dimensional Emerging Core Equity Market ETF
DFAE
$8.25B
| $224K | 0.15% |
7,108
+176
|
|
||
56
iShares Select Dividend ETF
DVY
$22.6B
| $222K | 0.15% |
+1,565
|
|
||
57
Assurant
AIZ
$11.5B
| $211K | 0.14% |
+976
|
|
||
58
Goldman Sachs
GS
$260B
| $206K | 0.14% |
+259
|
|
||
59
US Bancorp
USB
$84.5B
| $205K | 0.14% |
+4,237
|
|
||
|
NAK
60
Northern Dynasty Minerals
NAK
$751M
| $63.8K | 0.04% |
53,180
|
|
||
|
DAIC
61
CID HoldCo Inc
DAIC
$7.22M
| $27.3K | 0.02% |
+10,760
|
|
||
62
Bridger Aerospace
BAER
$138M
| $25.2K | 0.02% |
13,607
|
|
||
63
Lucid Diagnostics
LUCD
$190M
| $21.2K | 0.01% |
20,994
+9,090
|
|