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
$347M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$697K
3
+$650K
4
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$512K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$473K

Top Sells

1
+$492K
2
+$263K
3
+$235K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$120K

Sector Composition

1 Financials 0.64%
2 Technology 0.21%
3 Energy 0.19%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.52%
44,534
-344
27
$1.71M 0.49%
74,364
+1,773
28
$1.49M 0.43%
28,358
+809
29
$1.49M 0.43%
7,860
-31
30
$946K 0.27%
8,660
31
$931K 0.27%
2
32
$869K 0.25%
53,871
-1,212
33
$737K 0.21%
24,672
+17,125
34
$686K 0.2%
7,333
35
$667K 0.19%
6,080
36
$664K 0.19%
2,151
37
$659K 0.19%
26,445
+16,181
38
$595K 0.17%
2,822
39
$580K 0.17%
2,373
40
$536K 0.15%
4,554
+26
41
$519K 0.15%
3,148
+50
42
$471K 0.14%
5,551
-12
43
$383K 0.11%
2,938
+439
44
$376K 0.11%
2,724
-233
45
$344K 0.1%
5,148
46
$341K 0.1%
19,610
-954
47
$340K 0.1%
2,231
48
$320K 0.09%
782
49
$303K 0.09%
12,346
-297
50
$297K 0.09%
1,590
-161
1
2
3