SFCL

Strengthening Families & Communities LLC Portfolio holdings

AUM $450M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.92M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$104K
2
+$17.7K
3
+$14K
4
PG icon
Procter & Gamble
PG
+$13.2K
5
TSLA icon
Tesla
TSLA
+$9.97K

Top Sells

1
+$5.54M
2
+$4.67M
3
+$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.71M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.06M

Sector Composition

1 Technology 17.51%
2 Healthcare 13.34%
3 Industrials 11.83%
4 Consumer Discretionary 8.95%
5 Materials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14 ﹤0.01%
58
+50
227
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+85
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455
+50
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239
+1
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$13 ﹤0.01%
449
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316
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$11 ﹤0.01%
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+30
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245
$11 ﹤0.01%
83
246
$11 ﹤0.01%
+293
247
$10 ﹤0.01%
678
+602
248
$10 ﹤0.01%
+30
249
$10 ﹤0.01%
+126
250
$10 ﹤0.01%
427
+4
8 9
10
11 12