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SFCM
Savoir Faire Capital Management Portfolio holdings
AUM
$166M
1-Year Est. Return
4.74%
This Fund
S&P 500
1 Year Est. Return
+4.74%
AUM
$166M
AUM Growth
-$45.4M
(-22%)
Holding
51
Top Buys
| 1 | +$6.14M | |
| 2 | +$5.69M | |
| 3 | +$4.56M | |
| 4 |
Wingstop
WING
|
+$4.3M |
| 5 |
Freshpet
FRPT
|
+$3.93M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$8.16M | |
| 3 | +$6.98M | |
| 4 |
Advance Auto Parts
AAP
|
+$5.16M |
| 5 |
Kraft Heinz
KHC
|
+$4.83M |
Sector Composition
| 1 | Consumer Staples | 54.59% |
| 2 | Consumer Discretionary | 45.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Philip Morris
PM
$278B
| $10.3M | 6.2% |
62,120
-26,328
|
|
||
2
Royal Caribbean
RCL
$75.7B
| $7.43M | 4.49% |
27,014
-6,350
|
|
||
3
Dollar General
DG
$24.1B
| $7.38M | 4.45% |
62,125
-17,549
|
|
||
4
British American Tobacco
BTI
$130B
| $7.28M | 4.4% |
124,498
-32,285
|
|
||
5
Burlington
BURL
$20.4B
| $7.08M | 4.28% |
21,774
-5,756
|
|
||
6
Dollar Tree
DLTR
$21.6B
| $6.83M | 4.13% |
62,389
+13,187
|
|
||
7
Performance Food Group
PFGC
$15.7B
| $6.8M | 4.11% |
79,402
+24,332
|
|
||
8
Constellation Brands
STZ
$24.1B
| $5.97M | 3.6% |
+39,774
|
|
||
9
Amazon
AMZN
$2.63T
| $5.87M | 3.54% |
28,170
-10,237
|
|
||
10
Coca-Cola
KO
$350B
| $5.77M | 3.48% |
75,888
-92,380
|
|
||
|
11
Advance Auto Parts
AAP
$3.62B
| $5.54M | 3.34% |
104,953
-103,152
|
|
||
12
Walmart Inc
WMT
$946B
| $5.33M | 3.22% |
42,881
-66,478
|
|
||
13
TJX Companies
TJX
$182B
| $5.28M | 3.19% |
33,061
-16,909
|
|
||
14
Wynn Resorts
WYNN
$11.2B
| $5.28M | 3.19% |
+51,970
|
|
||
15
Church & Dwight Co
CHD
$23B
| $5.07M | 3.06% |
54,327
-25,116
|
|
||
16
Dutch Bros
BROS
$7.93B
| $4.93M | 2.98% |
97,361
-19,451
|
|
||
|
17
Wingstop
WING
$3.92B
| $4.89M | 2.96% |
31,584
+17,882
|
|
||
18
Celsius Holdings
CELH
$7.21B
| $4.09M | 2.47% |
115,248
+51,552
|
|
||
19
Papa John's
PZZA
$1.05B
| $4.04M | 2.44% |
124,574
+26,647
|
|
||
20
McDonald's
MCD
$201B
| $3.93M | 2.37% |
12,641
-5,158
|
|
||
21
Boston Beer
SAM
$1.82B
| $3.49M | 2.11% |
15,137
-6,626
|
|
||
22
Domino's
DPZ
$10.6B
| $3.46M | 2.09% |
9,638
+1,969
|
|
||
23
e.l.f. Beauty
ELF
$3.31B
| $3.4M | 2.05% |
+56,038
|
|
||
|
24
Freshpet
FRPT
$2.51B
| $3.29M | 1.99% |
+55,879
|
|
||
25
McCormick & Company Non-Voting
MKC
$13.1B
| $3.15M | 1.9% |
62,491
+1,587
|
|