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
$325M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.36M
3
+$3.27M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$3.18M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.56M

Top Sells

1
+$2.84M
2
+$2.26M
3
+$1.57M
4
AMZN icon
Amazon
AMZN
+$599K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$557K

Sector Composition

1 Financials 0.68%
2 Energy 0.21%
3 Technology 0.12%
4 Healthcare 0.07%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$265K 0.08%
8,411
-98
52
$263K 0.08%
3,660
53
$259K 0.08%
+10,544
54
$254K 0.08%
+10,264
55
$230K 0.07%
1,202
+2
56
$224K 0.07%
+916
57
$213K 0.07%
+9,699
58
$213K 0.07%
+7,547
59
$207K 0.06%
+4,389
60
$126K 0.04%
10,578
61
– –
-495
62
– –
-5,085
63
– –
-1,526
64
– –
-5,300
1 2
3