SC

Schoolcraft Capital Portfolio holdings

AUM $500M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.43M
3
+$959K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$524K
5
AAPL icon
Apple
AAPL
+$505K

Top Sells

1
+$642K
2
+$254K
3
+$211K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$75.6K
5
IYR icon
iShares US Real Estate ETF
IYR
+$39.9K

Sector Composition

1 Industrials 1.05%
2 Technology 0.96%
3 Financials 0.89%
4 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.51%
5,457
-48
27
$785K 0.47%
24,051
+4,547
28
$637K 0.38%
2
29
$636K 0.38%
8,564
30
$586K 0.35%
7,200
31
$559K 0.33%
6,403
-457
32
$486K 0.29%
2,280
+750
33
$477K 0.28%
9,000
+2,000
34
$477K 0.28%
+5,040
35
$453K 0.27%
2,257
36
$393K 0.23%
33,552
+1,008
37
$386K 0.23%
2,867
+16
38
$373K 0.22%
+1,410
39
$306K 0.18%
5,600
40
$306K 0.18%
19,078
+224
41
$299K 0.18%
3,661
-926
42
$293K 0.17%
+2,187
43
$276K 0.16%
10,533
+285
44
$276K 0.16%
2,167
45
$271K 0.16%
924
-867
46
$248K 0.15%
9,000
47
$228K 0.14%
+1,500
48
$217K 0.13%
1,162
49
$211K 0.13%
+1,577
50
$208K 0.12%
+1,879
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