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
276
$3.05K ﹤0.01%
22
+7
277
$2.98K ﹤0.01%
143
+23
278
$2.98K ﹤0.01%
189
-3,717
279
$2.94K ﹤0.01%
214
280
$2.93K ﹤0.01%
11
+3
281
$2.86K ﹤0.01%
+2,700
282
$2.58K ﹤0.01%
8
+2
283
$2.52K ﹤0.01%
34
+1
284
$2.47K ﹤0.01%
256
285
$2.46K ﹤0.01%
24
+9
286
$2.35K ﹤0.01%
625
+200
287
$2.34K ﹤0.01%
110
288
$1.93K ﹤0.01%
14
+10
289
$1.93K ﹤0.01%
10
290
$1.9K ﹤0.01%
240
291
$1.85K ﹤0.01%
12
+5
292
$1.77K ﹤0.01%
12
+3
293
$1.69K ﹤0.01%
21
+6
294
$1.68K ﹤0.01%
17
295
$1.66K ﹤0.01%
186
+132
296
$1.59K ﹤0.01%
+9
297
$1.54K ﹤0.01%
87
+2
298
$1.54K ﹤0.01%
13
+3
299
$1.5K ﹤0.01%
25
-247
300
$1.5K ﹤0.01%
18
+6