SC
Schoolcraft Capital Portfolio holdings
AUM
$490M
1-Year Return
10.53%
This Quarter Return
+5.75%
1 Year Return
+10.53%
3 Year Return
+39.25%
5 Year Return
+61.67%
10 Year Return
–
AUM
$213M
AUM Growth
+$10.6M
(+5.2%)
Cap. Flow
-$743K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
78.18%
Holding
50
New
2
Increased
16
Reduced
21
Closed
3
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.14M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$671K |
| 3 |
Uber
UBER
|
+$516K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$447K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$360K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.37M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$571K |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$467K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$445K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$392K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Financials | 0.5% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Energy | 0.1% |
| 5 | Industrials | 0% |
