SC
Schoolcraft Capital Portfolio holdings
AUM $490M
1-Year Return
10.53%
This Quarter Return
+6.48%
1 Year Return
+10.53%
3 Year Return
+39.25%
5 Year Return
+61.67%
10 Year Return
–
AUM
$196M
AUM Growth
+$21.9M
(+13%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
72.11%
Holding
66
New
10
Increased
32
Reduced
5
Closed
–
Top Buys
| 1 |
WisdomTree Japan SmallCap Dividend Fund
DFJ
|
+$3.54M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$670K |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$667K |
| 4 |
Exxon Mobil
XOM
|
+$484K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$471K |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$44.5K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$37.7K |
| 3 |
iShares Micro-Cap ETF
IWC
|
+$34.1K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.69K |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$5.25K |
Sector Composition
| 1 | Financials | 1.05% |
| 2 | Technology | 1.04% |
| 3 | Industrials | 0.81% |
| 4 | Communication Services | 0.54% |
| 5 | Consumer Discretionary | 0.3% |
