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
$175M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$649K
3
+$639K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$543K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$540K

Top Sells

1
+$228K
2
+$195K
3
+$188K
4
VB icon
Vanguard Small-Cap ETF
VB
+$147K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$129K

Sector Composition

1 Financials 0.97%
2 Industrials 0.96%
3 Technology 0.86%
4 Consumer Discretionary 0.25%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$856K 0.49%
15,288
-2,140
27
$768K 0.44%
24,141
+90
28
$683K 0.39%
3,283
+1,003
29
$651K 0.37%
8,672
+108
30
$639K 0.37%
+14,188
31
$624K 0.36%
2
32
$603K 0.35%
6,446
+43
33
$592K 0.34%
7,200
34
$492K 0.28%
+8,793
35
$441K 0.25%
9,000
36
$437K 0.25%
5,040
37
$435K 0.25%
2,257
38
$395K 0.23%
2,092
+930
39
$386K 0.22%
32,610
-942
40
$383K 0.22%
1,410
41
$374K 0.21%
2,746
-121
42
$374K 0.21%
2,692
+1,115
43
$321K 0.18%
2,503
+336
44
$306K 0.18%
3,487
-174
45
$295K 0.17%
+5,908
46
$294K 0.17%
18,440
-638
47
$277K 0.16%
11,016
+483
48
$277K 0.16%
5,600
49
$274K 0.16%
924
50
$252K 0.14%
9,000
1
2
3