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
$277M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.53M
3
+$2.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.91M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.49M

Top Sells

1
+$561K
2
+$306K
3
+$274K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$230K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Financials 0.54%
2 Technology 0.35%
3 Consumer Discretionary 0.16%
4 Energy 0.14%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.08%
+1,760
52
$214K 0.08%
9,399
+3
53
$121K 0.04%
10,578
54
– –
-9,000
1 2
3