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
$493M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$677K
3
+$449K
4
IBTA icon
Ibotta
IBTA
+$261K
5
TPL icon
Texas Pacific Land
TPL
+$226K

Top Sells

1
+$1.18M
2
+$689K
3
+$613K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$452K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$445K

Sector Composition

1 Technology 0.58%
2 Financials 0.55%
3 Industrials 0.36%
4 Healthcare 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.61%
46,081
+524
27
$2.51M 0.51%
11,369
-112
28
$2.29M 0.47%
50,000
-1,280
29
$1.96M 0.4%
41,033
+1
30
$1.86M 0.38%
7,833
-468
31
$1.83M 0.37%
81,129
32
$1.78M 0.36%
50,333
+208
33
$1.75M 0.36%
7,102
-4
34
$1.15M 0.23%
4,360
35
$1.07M 0.22%
2,331
36
$948K 0.19%
7,529
37
$911K 0.18%
7,500
38
$803K 0.16%
7,455
39
$756K 0.15%
2,015
40
$698K 0.14%
1,622
-13
41
$691K 0.14%
1
42
$658K 0.13%
3,770
-24
43
$612K 0.12%
7,837
-7
44
$596K 0.12%
28,972
45
$556K 0.11%
2,636
46
$531K 0.11%
18,196
-40
47
$530K 0.11%
2,037
+230
48
$513K 0.1%
2,201
-29
49
$505K 0.1%
4,219
-114
50
$450K 0.09%
11,679
1
2
3