SFCL

Strengthening Families & Communities LLC Portfolio holdings

AUM $180M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.39M
3
+$473K
4
VAW icon
Vanguard Materials ETF
VAW
+$469K
5
AAPL icon
Apple
AAPL
+$344K

Top Sells

1
+$8.01M
2
+$5.32M
3
+$4.61M
4
MSFT icon
Microsoft
MSFT
+$4.41M
5
WSO icon
Watsco Inc
WSO
+$2.52M

Sector Composition

1 Technology 21.06%
2 Consumer Discretionary 10.33%
3 Healthcare 8.43%
4 Materials 5.88%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
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