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
$192M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.67M
3
+$1.46M
4
NEE icon
NextEra Energy
NEE
+$755K
5
WSO icon
Watsco Inc
WSO
+$712K

Top Sells

1
+$4.7M
2
+$1.77M
3
+$818K
4
KMB icon
Kimberly-Clark
KMB
+$770K
5
COR icon
Cencora
COR
+$446K

Sector Composition

1 Technology 12.64%
2 Consumer Discretionary 7.18%
3 Healthcare 7.07%
4 Industrials 6.47%
5 Materials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
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