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
$165M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$147K
2
+$85.5K
3
+$70.6K
4
IBM icon
IBM
IBM
+$66K
5
XOM icon
Exxon Mobil
XOM
+$65.7K

Top Sells

1
+$3.5M
2
+$15.1K

Sector Composition

1 Technology 16.83%
2 Healthcare 10.24%
3 Consumer Discretionary 9.73%
4 Industrials 6.91%
5 Materials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
30
277
$5K ﹤0.01%
140
278
$5K ﹤0.01%
112
279
$5K ﹤0.01%
102
280
$5K ﹤0.01%
59
281
$5K ﹤0.01%
22
282
$5K ﹤0.01%
566
283
$5K ﹤0.01%
490
284
$5K ﹤0.01%
+30
285
$4K ﹤0.01%
185
286
$4K ﹤0.01%
28
287
$4K ﹤0.01%
124
288
$4K ﹤0.01%
39
289
$4K ﹤0.01%
35
290
$4K ﹤0.01%
193
291
$4K ﹤0.01%
167
292
$4K ﹤0.01%
+275
293
$4K ﹤0.01%
+281
294
$4K ﹤0.01%
401
295
$3K ﹤0.01%
12
296
$3K ﹤0.01%
185
297
$3K ﹤0.01%
31
298
$3K ﹤0.01%
29
299
$3K ﹤0.01%
56
300
$3K ﹤0.01%
18
10 11
12
13 14