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
$349M
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.43M
3
+$7.38M
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$5.85M
5
SNPS icon
Synopsys
SNPS
+$3.55M

Top Sells

1
+$255K
2
+$154K
3
+$66.3K
4
INDA icon
iShares MSCI India ETF
INDA
+$23K
5
EHC icon
Encompass Health
EHC
+$19K

Sector Composition

1 Technology 22.18%
2 Consumer Discretionary 9.82%
3 Industrials 9.54%
4 Healthcare 8.31%
5 Materials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K 0.01%
+445
277
$30K 0.01%
+312
278
$30K 0.01%
547
+2
279
$29K 0.01%
+853
280
$28K 0.01%
+529
281
$27K 0.01%
2,354
282
$27K 0.01%
+90
283
$27K 0.01%
+275
284
$27K 0.01%
250
+2
285
$27K 0.01%
100
286
$27K 0.01%
1,000
287
$27K 0.01%
139
+1
288
$26K 0.01%
517
289
$25K 0.01%
91
290
$25K 0.01%
296
-225
291
$25K 0.01%
1,057
292
$24K 0.01%
335
293
$24K 0.01%
+4,341
294
$24K 0.01%
+110
295
$24K 0.01%
+221
296
$23K 0.01%
339
+3
297
$23K 0.01%
+173
298
$22K 0.01%
1,389
+2
299
$22K 0.01%
+164
300
$22K 0.01%
237
+2
10 11
12
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