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
$466M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.15M
3
+$2.96M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.68M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.58M

Top Sells

1
+$616K
2
+$217K
3
+$42.5K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.1K
5
JPM icon
JPMorgan Chase
JPM
+$19K

Sector Composition

1 Financials 0.52%
2 Technology 0.51%
3 Industrials 0.35%
4 Healthcare 0.1%
5 Consumer Staples 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.09%
11,679
+3,640
52
$415K 0.09%
763
53
$412K 0.09%
2,363
+255
54
$405K 0.09%
1,514
+312
55
$386K 0.08%
4,399
-495
56
$374K 0.08%
15,138
+5,994
57
$343K 0.07%
1,376
58
$327K 0.07%
3,660
59
$319K 0.07%
4,704
60
$317K 0.07%
1,640
61
$312K 0.07%
916
62
$296K 0.06%
5,083
+22
63
$240K 0.05%
4,523
+783
64
$234K 0.05%
+1,380
65
$208K 0.04%
7,976
+173
66
$131K 0.03%
74,224
67
– –
-1,137
1 2
3