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
326
$15K ﹤0.01%
97
327
$15K ﹤0.01%
384
+4
328
$14K ﹤0.01%
45
+7
329
$14K ﹤0.01%
251
330
$14K ﹤0.01%
+208
331
$14K ﹤0.01%
+2,847
332
$14K ﹤0.01%
+516
333
$14K ﹤0.01%
+116
334
$14K ﹤0.01%
+7,000
335
$14K ﹤0.01%
+293
336
$14K ﹤0.01%
+67
337
$14K ﹤0.01%
249
+3
338
$13K ﹤0.01%
+231
339
$13K ﹤0.01%
65
+3
340
$13K ﹤0.01%
+92
341
$13K ﹤0.01%
+456
342
$13K ﹤0.01%
+73
343
$12K ﹤0.01%
303
+1
344
$12K ﹤0.01%
2,005
+1
345
$12K ﹤0.01%
143
346
$12K ﹤0.01%
+110
347
$12K ﹤0.01%
+268
348
$12K ﹤0.01%
+74
349
$12K ﹤0.01%
286
+2
350
$11K ﹤0.01%
+281
12 13
14
15 16