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SFCM

Savoir Faire Capital Management Portfolio holdings

AUM $166M
1-Year Est. Return 4.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.69M
3
+$4.56M
4
WING icon
Wingstop
WING
+$4.3M
5
FRPT icon
Freshpet
FRPT
+$3.93M

Top Sells

1
+$11.2M
2
+$8.16M
3
+$6.98M
4
AAP icon
Advance Auto Parts
AAP
+$5.16M
5
KHC icon
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
ACI icon
26
Albertsons Companies
ACI
$7.74B
$3M 1.81%
175,905
-75,778
NCLH icon
27
Norwegian Cruise Line
NCLH
$8.74B
$2.78M 1.68%
148,840
+25,881
CMG icon
28
Chipotle Mexican Grill
CMG
$38.3B
$2.31M 1.4%
72,309
-61,954
WH icon
29
Wyndham Hotels & Resorts
WH
$6.02B
$2.27M 1.37%
27,972
-27,164
CL icon
30
Colgate-Palmolive
CL
$70.3B
$2.1M 1.27%
24,688
+11,902
KMB icon
31
Kimberly-Clark
KMB
$33.4B
$1.88M 1.13%
+19,466
HLT icon
32
Hilton Worldwide
HLT
$78B
$1.75M 1.06%
5,746
-5,535
MDLZ icon
33
Mondelez International
MDLZ
$80.8B
$1.56M 0.94%
+27,079
TXRH icon
34
Texas Roadhouse
TXRH
$10.8B
$1.47M 0.89%
8,895
-8,589
FUN icon
35
Cedar Fair
FUN
$2.29B
$1.41M 0.85%
79,293
-37,450
MNST icon
36
Monster Beverage
MNST
$88.2B
$1.32M 0.8%
+18,284
VFC icon
37
VF Corp
VFC
$6.66B
$1.3M 0.79%
76,760
-40,955
BGS icon
38
B&G Foods
BGS
$313M
$1.27M 0.77%
+264,921
CHH icon
39
Choice Hotels
CHH
$4.94B
$1.19M 0.72%
11,533
-4,614
USFD icon
40
US Foods
USFD
$19.7B
$1.15M 0.69%
12,464
-36,578
AZO icon
41
AutoZone
AZO
$51.4B
$912K 0.55%
+270
TNL icon
42
Travel + Leisure Co
TNL
$4.51B
$745K 0.45%
10,767
-10,697
QSR icon
43
Restaurant Brands International
QSR
$25.2B
$676K 0.41%
9,146
-8,917
LEVI icon
44
Levi Strauss
LEVI
$9.06B
$651K 0.39%
35,216
-33,464
SMPL icon
45
Simply Good Foods
SMPL
$1.13B
– –
-96,702
UTZ icon
46
Utz Brands
UTZ
$610M
– –
-49,255
BRBR icon
47
BellRing Brands
BRBR
$980M
– –
-44,727
BUD icon
48
AB InBev
BUD
$157B
– –
-29,987
COST icon
49
Costco
COST
$430B
– –
-13,037
KHC icon
50
Kraft Heinz
KHC
$27.8B
– –
-199,266
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