SFCM

Savoir Faire Capital Management Portfolio holdings

AUM $279M
1-Year Est. Return 3.78%
This Quarter Est. Return
1 Year Est. Return
-3.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$6.63M
3
+$6.5M
4
AAP icon
Advance Auto Parts
AAP
+$5.77M
5
STZ icon
Constellation Brands
STZ
+$5.52M

Top Sells

1
+$9.49M
2
+$5.43M
3
+$4.92M
4
WH icon
Wyndham Hotels & Resorts
WH
+$4.65M
5
RL icon
Ralph Lauren
RL
+$4.64M

Sector Composition

1 Consumer Staples 56.13%
2 Consumer Discretionary 43.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,802
52
– –
-109,377
1 2
3