SC

Schoolcraft Capital Portfolio holdings

AUM $500M
1-Year Est. Return 10.7%
This Fund
S&P 500
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
1
$65.6M 12.9%
384,103
-11,929
2
$44.7M 8.78%
1,084,199
-10,657
3
$35.9M 7.06%
830,141
-37,584
4
$34.1M 6.7%
60,690
-4,651
5
$33.9M 6.65%
110,370
-2,774
6
$31.5M 6.2%
330,697
+2,022
7
$31.3M 6.14%
+403,597
8
$31.1M 6.11%
857,281
-3,026
9
$30.2M 5.92%
766,025
-10,131
10
$19.5M 3.84%
215,590
+1,101
11
$18.6M 3.66%
704,524
+81,515
12
$14.2M 2.79%
465,294
+20,013
13
$13.2M 2.6%
25,778
-1,166
14
$8.96M 1.76%
141,114
-2,247
15
$7.59M 1.49%
260,567
+4,928
16
$7.32M 1.44%
135,582
-4,885
17
$7.01M 1.38%
63,228
-564
18
$5.78M 1.14%
113,662
-417
19
$5.53M 1.09%
107,398
+4
20
$5.37M 1.05%
67,705
-1,886
21
$4.42M 0.87%
157,053
+13,764
22
$3.77M 0.74%
145,945
+7,985
23
$3.15M 0.62%
114,499
-6,247
24
$2.97M 0.58%
36,364
-463
25
$2.91M 0.57%
48,709
+2,090
1
2 3