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SC

Schoolcraft Capital Portfolio holdings

AUM $516M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$208K
2 +$202K
3 +$200K
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$195K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$154K

Top Sells

1 +$2.36M
2 +$2.02M
3 +$1.96M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.65M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M

Sector Composition

1 Financials 0.55%
2 Industrials 0.36%
3 Consumer Staples 0.1%
4 Healthcare 0.07%
5 Technology 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.8M 13.37%
343,591
-12,561
2
$46.8M 9.35%
1,046,138
-23,634
3
$38M 7.61%
56,807
-2,078
4
$34.6M 6.92%
745,270
-44,803
5
$33.1M 6.62%
90,604
-4,687
6
$29.4M 5.89%
375,217
+1,988
7
$28.5M 5.71%
295,979
-2,092
8
$28.3M 5.65%
612,867
-43,744
9
$26.7M 5.33%
673,247
-31,454
10
$16.8M 3.35%
183,346
-7,983
11
$16.5M 3.3%
513,971
-21,988
12
$14.2M 2.84%
23,144
-1,406
13
$12.9M 2.58%
392,115
+2,129
14
$9.14M 1.83%
61,292
-991
15
$9.11M 1.82%
118,798
-10,041
16
$8.42M 1.68%
127,702
-3,494
17
$7.79M 1.56%
218,362
-18,974
18
$6.8M 1.36%
116,741
-4,600
19
$6.53M 1.31%
109,013
-717
20
$5.62M 1.13%
59,307
-4,432
21
$5.25M 1.05%
127,700
-20,643
22
$4.14M 0.83%
130,100
-3,175
23
$3.79M 0.76%
119,698
-8,065
24
$2.92M 0.58%
9,654
+669
25
$2.8M 0.56%
40,953
-2,123