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
$164M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.52M
3
+$1.52M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.46M

Top Sells

1
+$1.56M
2
+$997K
3
+$691K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$527K
5
SPR icon
Spirit AeroSystems
SPR
+$525K

Sector Composition

1 Technology 0.56%
2 Financials 0.55%
3 Consumer Discretionary 0.22%
4 Energy 0.16%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$709K 0.43%
11,148
-4,140
27
$691K 0.42%
74,326
-18,029
28
$670K 0.41%
49,363
-16,313
29
$587K 0.36%
+4,741
30
$544K 0.33%
2
31
$508K 0.31%
3,806
+1,711
32
$434K 0.26%
6,241
-225
33
$391K 0.24%
38,292
+4,992
34
$379K 0.23%
7,576
-1,150
35
$374K 0.23%
15,346
-11,944
36
$357K 0.22%
2,257
37
$354K 0.22%
1,937
-1,346
38
$338K 0.21%
+7,872
39
$333K 0.2%
16,076
+2,946
40
$325K 0.2%
2,746
41
$293K 0.18%
+15,278
42
$286K 0.17%
22,104
+748
43
$280K 0.17%
+8,894
44
$261K 0.16%
2,680
-2,360
45
$256K 0.16%
6,742
-200
46
$250K 0.15%
2,525
+22
47
$242K 0.15%
5,908
48
$240K 0.15%
9,000
49
$235K 0.14%
912
+105
50
$232K 0.14%
+1,480
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