SFCL
Strengthening Families & Communities LLC Portfolio holdings
AUM
$180M
1-Year Return
22.3%
This Quarter Return
+14.39%
1 Year Return
+22.3%
3 Year Return
+74.96%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$16.3M
(+9.9%)
Cap. Flow
-$288K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
44.01%
Holding
446
New
67
Increased
132
Reduced
111
Closed
40
Top Buys
| 1 |
iShares Gold Trust
IAU
|
+$3.25M |
| 2 |
Cardinal Health
CAH
|
+$1.53M |
| 3 |
SP Funds S&P 500 Sharia ETF
SPUS
|
+$635K |
| 4 |
CRWV
CoreWeave, Inc. Class A Common Stock
CRWV
|
+$491K |
| 5 |
Broadcom
AVGO
|
+$302K |
Top Sells
| 1 |
D.R. Horton
DHI
|
+$1.1M |
| 2 |
Vanguard Industrials ETF
VIS
|
+$1,000K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$621K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$478K |
| 5 |
Vanguard Materials ETF
VAW
|
+$385K |
Sector Composition
| 1 | Technology | 24.38% |
| 2 | Communication Services | 8.04% |
| 3 | Healthcare | 6.94% |
| 4 | Industrials | 6.88% |
| 5 | Materials | 4.88% |
