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
$325M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Sells

1 +$2.84M
2 +$2.26M
3 +$1.57M
4
AMZN icon
Amazon
AMZN
+$599K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$557K

Sector Composition

1 Financials 0.68%
2 Energy 0.21%
3 Technology 0.12%
4 Healthcare 0.07%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.56M 0.48%
+72,591
27
$1.45M 0.45%
7,891
-177
28
$1.41M 0.43%
27,549
+4,620
29
$937K 0.29%
2
30
$890K 0.27%
8,660
-200
31
$829K 0.26%
55,083
-1,188
32
$671K 0.21%
6,080
33
$670K 0.21%
7,333
+39
34
$664K 0.2%
2,151
-223
35
$575K 0.18%
2,822
36
$520K 0.16%
4,528
-1,531
37
$508K 0.16%
2,373
+1
38
$468K 0.14%
5,563
+16
39
$415K 0.13%
2,957
-206
40
$403K 0.12%
3,098
-1,148
41
$338K 0.1%
2,231
42
$335K 0.1%
+2,499
43
$331K 0.1%
20,564
-206
44
$317K 0.1%
5,148
45
$305K 0.09%
1,751
-103
46
$299K 0.09%
12,643
-8,904
47
$299K 0.09%
782
-625
48
$294K 0.09%
10,753
-3,396
49
$280K 0.09%
4,793
+179
50
$271K 0.08%
4,640