SFCL
Strengthening Families & Communities LLC Portfolio holdings
AUM
$180M
This Quarter Return
-14.5%
1 Year Return
+22.3%
3 Year Return
+74.96%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+1.9%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
352
New
3
Increased
112
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$865K |
| 2 |
Apple
AAPL
|
$169K |
| 3 |
Merck
MRK
|
$79.5K |
| 4 |
Becton Dickinson
BDX
|
$70.8K |
| 5 |
Johnson & Johnson
JNJ
|
$70.2K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Healthcare | 10.24% |
| 3 | Consumer Discretionary | 9.73% |
| 4 | Industrials | 6.91% |
| 5 | Materials | 6.57% |