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
376
$7K ﹤0.01%
331
+2
377
$7K ﹤0.01%
+600
378
$7K ﹤0.01%
+29
379
$7K ﹤0.01%
+68
380
$7K ﹤0.01%
+497
381
$7K ﹤0.01%
+54
382
$7K ﹤0.01%
+126
383
$7K ﹤0.01%
152
+73
384
$7K ﹤0.01%
+61
385
$7K ﹤0.01%
+300
386
$7K ﹤0.01%
+191
387
$7K ﹤0.01%
+264
388
$7K ﹤0.01%
267
389
$7K ﹤0.01%
+91
390
$7K ﹤0.01%
+120
391
$6K ﹤0.01%
686
+14
392
$6K ﹤0.01%
+96
393
$6K ﹤0.01%
+588
394
$6K ﹤0.01%
262
+5
395
$6K ﹤0.01%
156
+122
396
$6K ﹤0.01%
34
+13
397
$6K ﹤0.01%
+1,279
398
$5K ﹤0.01%
10
+9
399
$5K ﹤0.01%
+34
400
$5K ﹤0.01%
107
+4