SC
Schoolcraft Capital Portfolio holdings
AUM
$490M
1-Year Return
10.53%
This Quarter Return
-2.42%
1 Year Return
+10.53%
3 Year Return
+39.25%
5 Year Return
+61.67%
10 Year Return
–
AUM
$479M
AUM Growth
-$13.3M
(-2.7%)
Cap. Flow
-$637K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
72.91%
Holding
69
New
1
Increased
19
Reduced
25
Closed
1
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.51M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$888K |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$365K |
| 4 |
Ibotta
IBTA
|
+$261K |
| 5 |
Vanguard Value ETF
VTV
|
+$243K |
Sector Composition
| 1 | Financials | 0.57% |
| 2 | Technology | 0.57% |
| 3 | Industrials | 0.34% |
| 4 | Healthcare | 0.1% |
| 5 | Consumer Staples | 0.09% |
