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
$277M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.53M
3
+$2.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.91M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.49M

Top Sells

1
+$561K
2
+$306K
3
+$274K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$230K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Financials 0.54%
2 Technology 0.35%
3 Consumer Discretionary 0.16%
4 Energy 0.14%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.28%
3,313
+229
27
$757K 0.27%
7,178
+37
28
$724K 0.26%
5,287
-585
29
$722K 0.26%
2,660
-377
30
$660K 0.24%
2,374
31
$643K 0.23%
16,798
-484
32
$593K 0.21%
18,046
+183
33
$578K 0.21%
5,671
-409
34
$471K 0.17%
1,641
-180
35
$433K 0.16%
3,147
-225
36
$431K 0.16%
21,874
-76
37
$424K 0.15%
15,278
38
$406K 0.15%
2,023
-113
39
$390K 0.14%
5,208
+15
40
$384K 0.14%
6,080
41
$362K 0.13%
4,976
42
$353K 0.13%
2,226
-63
43
$332K 0.12%
5,684
-577
44
$324K 0.12%
756
-3
45
$313K 0.11%
1,820
46
$313K 0.11%
7,522
-16
47
$280K 0.1%
1,258
48
$246K 0.09%
2,296
-174
49
$233K 0.08%
1,631
50
$232K 0.08%
2,486
-83
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