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
$509M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$2.16M
3
+$1.29M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K
5
NVDA icon
NVIDIA
NVDA
+$669K

Top Sells

1
+$2.61M
2
+$2.04M
3
+$1.63M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$851K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$599K

Sector Composition

1 Financials 0.77%
2 Technology 0.67%
3 Industrials 0.31%
4 Consumer Staples 0.13%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 0.56%
115,982
-4,888
27
$2.83M 0.56%
131,741
-4,065
28
$2.18M 0.43%
10,910
-20
29
$2.14M 0.42%
49,067
30
$1.96M 0.39%
58,270
-11,529
31
$1.85M 0.36%
7,285
+5,096
32
$1.7M 0.33%
37,591
-478
33
$1.6M 0.31%
2
+1
34
$1.59M 0.31%
7,192
-567
35
$1.58M 0.31%
6,699
-403
36
$1.48M 0.29%
13,672
+6,172
37
$1.32M 0.26%
59,831
-17,192
38
$1.27M 0.25%
2,392
+61
39
$1.13M 0.22%
4,360
40
$870K 0.17%
7,529
41
$869K 0.17%
2,316
+694
42
$733K 0.14%
2,987
+351
43
$675K 0.13%
1,869
44
$647K 0.13%
+6,602
45
$638K 0.13%
6,547
-35
46
$601K 0.12%
2,706
+505
47
$593K 0.12%
2,157
+643
48
$578K 0.11%
7,645
-192
49
$526K 0.1%
26,589
-2,251
50
$487K 0.1%
4,120
-117
1
2
3