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
$347M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$697K
3
+$650K
4
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$512K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$473K

Top Sells

1
+$492K
2
+$263K
3
+$235K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$120K

Sector Composition

1 Financials 0.64%
2 Technology 0.21%
3 Energy 0.19%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.09%
4,640
52
$287K 0.08%
4,793
53
$282K 0.08%
10,480
-273
54
$279K 0.08%
8,263
-148
55
$262K 0.08%
5,331
+942
56
$261K 0.08%
916
57
$245K 0.07%
1,202
58
$236K 0.07%
3,660
59
$231K 0.07%
+2,240
60
$209K 0.06%
9,567
-132
61
$208K 0.06%
+1,631
62
$120K 0.03%
10,578
1 2
3