SFCM
Savoir Faire Capital Management Portfolio holdings
AUM
$279M
1-Year Est. Return
3.78%
1 Year Est. Return
-3.78%
AUM
$279M
AUM Growth
+$71.9M
(+35%)
Holding
52
Top Buys
| 1 | +$12.9M | |
| 2 | +$8.34M | |
| 3 | +$8.25M | |
| 4 |
Costco
COST
|
+$7.69M |
| 5 |
McDonald's
MCD
|
+$7.23M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$4.98M | |
| 3 | +$4.67M | |
| 4 |
Clorox
CLX
|
+$3.28M |
| 5 |
Freshpet
FRPT
|
+$3.27M |
Sector Composition
| 1 | Consumer Staples | 59.97% |
| 2 | Consumer Discretionary | 40.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Newell Brands
NWL
$1.54B
| – | – |
-97,363
|
|
||
52
Constellation Brands
STZ
$24B
| – | – |
-28,725
|
|