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
$202M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$2.01M
3
+$1.8M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$1.51M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$1.29M

Top Sells

1
+$6.05M
2
+$1.69M
3
+$1.33M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.06M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$729K

Sector Composition

1 Technology 0.51%
2 Financials 0.44%
3 Consumer Discretionary 0.24%
4 Industrials 0.15%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,894
52
– –
-4,741
53
– –
-74,326
54
– –
-49,363
55
– –
-5,908
56
– –
-4,581
57
– –
-36,820
58
– –
-10,258
1 2
3