SFCL

Strengthening Families & Communities LLC Portfolio holdings

AUM $281M
1-Year Est. Return 26.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$1.35M
3 +$658K
4
CRWV
CoreWeave Inc
CRWV
+$278K
5
AVGO icon
Broadcom
AVGO
+$245K

Top Sells

1 +$1.06M
2 +$926K
3 +$621K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$445K
5
VAW icon
Vanguard Materials ETF
VAW
+$371K

Sector Composition

1 Technology 24.38%
2 Communication Services 8.04%
3 Healthcare 6.94%
4 Industrials 6.88%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11.5K 0.01%
91
+1
227
$11.5K 0.01%
104
228
$11.3K 0.01%
65
229
$11.2K 0.01%
941
230
$10.8K 0.01%
47
+37
231
$10.6K 0.01%
93
-244
232
$10.4K 0.01%
930
+20
233
$10.1K 0.01%
173
+2
234
$9.5K 0.01%
+203
235
$9.28K 0.01%
50
+25
236
$9K 0.01%
60
-932
237
$8.73K ﹤0.01%
64
238
$8.48K ﹤0.01%
600
239
$8.46K ﹤0.01%
59
+13
240
$8.13K ﹤0.01%
16
-245
241
$7.72K ﹤0.01%
+167
242
$7.47K ﹤0.01%
35
+34
243
$7.15K ﹤0.01%
130
244
$7.11K ﹤0.01%
92
+38
245
$6.92K ﹤0.01%
781
+25
246
$6.75K ﹤0.01%
30
247
$6.66K ﹤0.01%
126
248
$6.59K ﹤0.01%
21
-2
249
$6.32K ﹤0.01%
+22
250
$6.25K ﹤0.01%
20
-360