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
$396M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.99M
3
+$1.66M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$1.54M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.2M

Top Sells

1
+$1.18M
2
+$700K
3
+$443K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$389K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$387K

Sector Composition

1 Financials 0.67%
2 Technology 0.46%
3 Industrials 0.15%
4 Consumer Discretionary 0.08%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.57%
11,231
-34
27
$2.06M 0.52%
51,176
-255
28
$1.84M 0.46%
76,108
-16,101
29
$1.81M 0.46%
43,969
-1,179
30
$1.65M 0.42%
7,728
+182
31
$1.35M 0.34%
42,787
+15,310
32
$1.09M 0.27%
2
33
$976K 0.25%
51,900
-762
34
$875K 0.22%
3,761
35
$866K 0.22%
7,529
-1,120
36
$767K 0.19%
2,151
37
$756K 0.19%
7,333
38
$666K 0.17%
1,770
-26
39
$646K 0.16%
4,318
+1,278
40
$611K 0.15%
2,015
41
$589K 0.15%
+2,399
42
$580K 0.15%
3,014
+463
43
$503K 0.13%
7,145
-30
44
$488K 0.12%
2,869
-1,282
45
$447K 0.11%
4,894
-33
46
$371K 0.09%
7,500
47
$364K 0.09%
19,704
-178
48
$364K 0.09%
765
49
$348K 0.09%
2,108
-123
50
$345K 0.09%
4,591
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