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
$298M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$2.21M
3
+$1.81M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.29M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$999K

Top Sells

1
+$718K
2
+$424K
3
+$288K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$249K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$246K

Sector Composition

1 Financials 0.49%
2 Technology 0.3%
3 Consumer Discretionary 0.14%
4 Energy 0.12%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.07%
2,486
52
$123K 0.04%
2,116
53
– –
-2,296
54
– –
-15,278
1 2
3