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
$509M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$2.16M
3
+$1.29M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K
5
NVDA icon
NVIDIA
NVDA
+$669K

Top Sells

1
+$2.61M
2
+$2.04M
3
+$1.63M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$851K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$599K

Sector Composition

1 Financials 0.77%
2 Technology 0.67%
3 Industrials 0.31%
4 Consumer Staples 0.13%
5 Healthcare 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.09%
17,435
-737
52
$445K 0.09%
2,363
53
$431K 0.08%
4,904
+200
54
$422K 0.08%
755
55
$420K 0.08%
4,384
56
$395K 0.08%
11,002
-677
57
$393K 0.08%
2,274
-63
58
$389K 0.08%
14,644
-484
59
$351K 0.07%
3,779
-191
60
$341K 0.07%
916
61
$338K 0.07%
255
62
$323K 0.06%
5,432
-5,617
63
$312K 0.06%
1,640
64
$305K 0.06%
2,741
-919
65
$279K 0.05%
1,084
-152
66
$267K 0.05%
+5,358
67
$263K 0.05%
4,460
-65
68
$248K 0.05%
+3,462
69
$246K 0.05%
+1,485
70
$235K 0.05%
1,380
71
$225K 0.04%
906
-78
72
$214K 0.04%
229
73
$206K 0.04%
+562
74
$80.2K 0.02%
74,224
1 2
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