SC
Schoolcraft Capital Portfolio holdings
AUM $490M
1-Year Return
10.53%
This Quarter Return
+12.19%
1 Year Return
+10.53%
3 Year Return
+39.25%
5 Year Return
+61.67%
10 Year Return
–
AUM
$238M
AUM Growth
+$25.7M
(+12%)
Cap. Flow
+$425K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
77.54%
Holding
50
New
3
Increased
16
Reduced
22
Closed
1
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$823K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$665K |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$329K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$245K |
| 5 |
Vanguard Growth ETF
VUG
|
+$236K |
Top Sells
| 1 |
Uber
UBER
|
+$516K |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$440K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$332K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$226K |
| 5 |
iShares Micro-Cap ETF
IWC
|
+$205K |
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Financials | 0.5% |
| 3 | Consumer Discretionary | 0.18% |
| 4 | Energy | 0.11% |
