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

Top Buys

1 +$20.2M
2 +$2.19M
3 +$1.73M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.25M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$992K

Top Sells

1 +$698K
2 +$424K
3 +$280K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$246K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$244K

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%
10,578
53
-15,278
54
-2,296