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
$330M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$3.11M
3 +$2.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.58M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.08M

Top Sells

1 +$1.62M
2 +$201K
3 +$112K
4
VB icon
Vanguard Small-Cap ETF
VB
+$85.4K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6K

Sector Composition

1 Financials 0.49%
2 Technology 0.4%
3 Consumer Discretionary 0.13%
4 Energy 0.11%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.06%
+620
52
$127K 0.04%
10,578
53
-2,486