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
$175M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$642K
3
+$633K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$554K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$529K

Top Sells

1
+$228K
2
+$195K
3
+$188K
4
VB icon
Vanguard Small-Cap ETF
VB
+$148K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$129K

Sector Composition

1 Financials 0.97%
2 Industrials 0.96%
3 Technology 0.86%
4 Consumer Discretionary 0.25%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.13%
1,875
-312
52
$232K 0.13%
+7,552
53
$226K 0.13%
+3,700
54
$210K 0.12%
1,879
55
$207K 0.12%
1,300
56
$206K 0.12%
1,224
57
– –
-13,000
58
– –
-14,000
59
– –
-1,500
60
– –
-12,000
1 2
3