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
351
$11K ﹤0.01%
304
+3
352
$11K ﹤0.01%
+443
353
$11K ﹤0.01%
+82
354
$11K ﹤0.01%
+46
355
$11K ﹤0.01%
+187
356
$10K ﹤0.01%
1,818
357
$10K ﹤0.01%
+700
358
$10K ﹤0.01%
+156
359
$10K ﹤0.01%
104
360
$10K ﹤0.01%
+273
361
$10K ﹤0.01%
+753
362
$10K ﹤0.01%
+853
363
$9K ﹤0.01%
55
+19
364
$9K ﹤0.01%
29
+9
365
$9K ﹤0.01%
+54
366
$9K ﹤0.01%
+440
367
$9K ﹤0.01%
+11
368
$9K ﹤0.01%
+49
369
$9K ﹤0.01%
44
+17
370
$9K ﹤0.01%
89
371
$8K ﹤0.01%
+25
372
$8K ﹤0.01%
+126
373
$8K ﹤0.01%
+153
374
$8K ﹤0.01%
63
+1
375
$7K ﹤0.01%
+280
13 14
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