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
$4.92M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1 +$104K
2 +$17.7K
3 +$14K
4
PG icon
Procter & Gamble
PG
+$13.2K
5
TSLA icon
Tesla
TSLA
+$9.97K

Top Sells

1 +$5.54M
2 +$4.67M
3 +$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.71M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.06M

Sector Composition

1 Technology 17.51%
2 Healthcare 13.34%
3 Industrials 11.83%
4 Consumer Discretionary 8.95%
5 Materials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-86
402
-48
403
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-1
405
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406
-23
407
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408
-1,238
409
-1,134
410
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$0 ﹤0.01%
100
416
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$0 ﹤0.01%
10
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$0 ﹤0.01%
120
420
-1,305,000