SC

Schoolcraft Capital Portfolio holdings

AUM $515M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$710K
3
+$442K
4
IYR icon
iShares US Real Estate ETF
IYR
+$25.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.49K

Top Sells

1
+$5.58M
2
+$4.82M
3
+$4.73M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$4.63M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$4.46M

Sector Composition

1 Financials 0.53%
2 Industrials 0.31%
3 Consumer Staples 0.09%
4 Healthcare 0.07%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.53%
122,184
-9,557
27
$2.56M 0.52%
93,346
-22,636
28
$2.52M 0.51%
8,985
+1,700
29
$2.47M 0.5%
91,428
-23,071
30
$2.33M 0.47%
10,785
-125
31
$1.87M 0.38%
37,774
+183
32
$1.69M 0.35%
35,107
-13,960
33
$1.65M 0.34%
6,946
-246
34
$1.52M 0.31%
6,614
-85
35
$1.19M 0.24%
4,261
-99
36
$1.09M 0.22%
44,787
-15,044
37
$1.01M 0.21%
7,529
38
$971K 0.2%
1,998
-394
39
$729K 0.15%
1
-1
40
$724K 0.15%
6,602
41
$709K 0.14%
1,669
-200
42
$627K 0.13%
6,303
-244
43
$618K 0.13%
7,403
-242
44
$609K 0.12%
2,099
-888
45
$549K 0.11%
24,841
-1,748
46
$502K 0.1%
16,665
-770
47
$462K 0.09%
748
-7
48
$460K 0.09%
4,704
-200
49
$456K 0.09%
3,826
-294
50
$450K 0.09%
10,571
-431
1
2
3