SFCL

Strengthening Families & Communities LLC Portfolio holdings

AUM $401M
1-Year Est. Return 33.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$11.5M
3 +$10.4M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.37M

Top Sells

1 +$1.23M
2 +$603K
3 +$498K
4
AVGO icon
Broadcom
AVGO
+$360K
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$277K

Sector Composition

1 Technology 26.29%
2 Industrials 10.59%
3 Consumer Discretionary 9.14%
4 Healthcare 8.82%
5 Materials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20.6K ﹤0.01%
126
302
$20.2K ﹤0.01%
+7,072
303
$19.9K ﹤0.01%
+300
304
$19.8K ﹤0.01%
+402
305
$19.2K ﹤0.01%
+345
306
$19K ﹤0.01%
424
+2
307
$18.8K ﹤0.01%
680
308
$18.7K ﹤0.01%
239
+1
309
$18.6K ﹤0.01%
33
310
$18.2K ﹤0.01%
+4,161
311
$17.4K ﹤0.01%
+77
312
$17K ﹤0.01%
+148
313
$16.9K ﹤0.01%
400
+3
314
$16.9K ﹤0.01%
+709
315
$16.8K ﹤0.01%
+204
316
$16.6K ﹤0.01%
+125
317
$16.5K ﹤0.01%
+500
318
$16.3K ﹤0.01%
+226
319
$16K ﹤0.01%
241
320
$15.7K ﹤0.01%
290
321
$15.4K ﹤0.01%
352
+2
322
$15.2K ﹤0.01%
+54
323
$15.1K ﹤0.01%
+143
324
$14.9K ﹤0.01%
68
325
$14.7K ﹤0.01%
+23