SFCM
Savoir Faire Capital Management Portfolio holdings
AUM
$207M
This Quarter Return
+7.43%
1 Year Return
-0.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$50M
(+28%)
Cap. Flow
+$36.8M
Cap. Flow
% of AUM
15.97%
Top 10 Holdings %
Top 10 Hldgs %
36.74%
Holding
51
New
3
Increased
46
Reduced
1
Closed
1
Top Buys
| 1 |
Constellation Brands
STZ
|
$5.08M |
| 2 |
Target
TGT
|
$4.59M |
| 3 |
Kellanova
K
|
$3.62M |
| 4 |
Clorox
CLX
|
$3.55M |
| 5 |
PepsiCo
PEP
|
$3.04M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$3.68M |
| 2 |
Post Holdings
POST
|
$1.31M |
Sector Composition
| 1 | Consumer Staples | 62.45% |
| 2 | Consumer Discretionary | 34.86% |
| 3 | Industrials | 1.67% |
| 4 | Communication Services | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Lowe's Companies
LOW
$146B
| – | – |
-17,683
| Closed | -$3.68M |
|