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
$168M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.43M
3
+$959K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$524K
5
AAPL icon
Apple
AAPL
+$505K

Top Sells

1
+$642K
2
+$254K
3
+$211K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$75.6K
5
IYR icon
iShares US Real Estate ETF
IYR
+$39.9K

Sector Composition

1 Industrials 1.05%
2 Technology 0.96%
3 Financials 0.89%
4 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$208K 0.12%
+1,300
52
$203K 0.12%
+1,224
53
$195K 0.12%
+14,000
54
$188K 0.11%
+13,000
55
$129K 0.08%
+12,000
56
– –
-4,200
1 2
3