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
$466M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$3.19M
3
+$3.02M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.65M

Top Sells

1
+$612K
2
+$217K
3
+$43.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$20.5K
5
JPM icon
JPMorgan Chase
JPM
+$19.6K

Sector Composition

1 Financials 0.52%
2 Technology 0.51%
3 Industrials 0.35%
4 Healthcare 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.59%
45,557
+6,463
27
$2.33M 0.5%
11,481
+292
28
$2.18M 0.47%
51,280
+321
29
$1.81M 0.39%
8,301
+839
30
$1.8M 0.39%
41,032
-226
31
$1.74M 0.37%
81,129
+30,249
32
$1.68M 0.36%
50,125
+7,338
33
$1.61M 0.35%
7,106
-5
34
$1.06M 0.23%
4,360
+383
35
$948K 0.2%
2,331
+174
36
$927K 0.2%
7,500
37
$885K 0.19%
7,529
38
$734K 0.16%
2,015
39
$731K 0.16%
1,635
-19
40
$725K 0.16%
7,455
+122
41
$612K 0.13%
1
-1
42
$609K 0.13%
3,794
+568
43
$570K 0.12%
7,844
+103
44
$557K 0.12%
28,972
+9,644
45
$533K 0.11%
2,636
-97
46
$500K 0.11%
4,333
+484
47
$484K 0.1%
18,236
+6,654
48
$470K 0.1%
2,230
-43
49
$445K 0.1%
+1,807
50
$425K 0.09%
4,591
-221
1
2
3