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
$390M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.86M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$673K

Top Sells

1
+$3.44M
2
+$1.65M
3
+$769K
4
HWM icon
Howmet Aerospace
HWM
+$604K
5
META icon
Meta Platforms (Facebook)
META
+$426K

Sector Composition

1 Technology 22.39%
2 Consumer Discretionary 10.17%
3 Healthcare 9.07%
4 Industrials 8.69%
5 Materials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.3K 0.01%
1,270
+8
227
$56.6K 0.01%
795
+13
228
$55.8K 0.01%
412
+1
229
$55.7K 0.01%
1,234
-224
230
$55.3K 0.01%
197
231
$54.8K 0.01%
500
232
$54.5K 0.01%
237
+1
233
$54.3K 0.01%
492
+3
234
$53K 0.01%
513
+5
235
$52K 0.01%
648
236
$51K 0.01%
1,369
+7
237
$50.5K 0.01%
765
238
$50.2K 0.01%
210
239
$50.1K 0.01%
675
240
$49.8K 0.01%
1,042
+926
241
$49.5K 0.01%
937
+925
242
$48.8K 0.01%
904
+3
243
$47.6K 0.01%
277
244
$47.2K 0.01%
641
+4
245
$46.8K 0.01%
2,000
246
$46.7K 0.01%
715
-52
247
$45.7K 0.01%
2,365
248
$44.9K 0.01%
120
+1
249
$44.7K 0.01%
50
250
$44.7K 0.01%
290
+1
8 9
10
11 12