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
$330M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.11M
3
+$2.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.08M

Top Sells

1
+$1.62M
2
+$201K
3
+$112K
4
VB icon
Vanguard Small-Cap ETF
VB
+$85.4K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6K

Sector Composition

1 Financials 0.49%
2 Technology 0.4%
3 Consumer Discretionary 0.13%
4 Energy 0.11%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901K 0.27%
2
27
$829K 0.25%
4,670
-141
28
$801K 0.24%
2,621
29
$787K 0.24%
3,091
-224
30
$757K 0.23%
7,246
+68
31
$710K 0.21%
2,374
32
$679K 0.21%
1,429
+693
33
$651K 0.2%
5,607
+21
34
$603K 0.18%
20,343
+2,373
35
$587K 0.18%
15,767
+182
36
$465K 0.14%
3,164
-23
37
$429K 0.13%
22,072
+388
38
$416K 0.13%
4,976
39
$410K 0.12%
1,854
-47
40
$390K 0.12%
5,227
+19
41
$374K 0.11%
2,228
+2
42
$372K 0.11%
6,080
43
$324K 0.1%
7,909
+387
44
$318K 0.1%
5,898
+302
45
$305K 0.09%
952
-34
46
$304K 0.09%
1,261
+3
47
$298K 0.09%
1,631
48
$293K 0.09%
1,760
-60
49
$255K 0.08%
1,760
50
$243K 0.07%
9,939
+603
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2
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