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
426
$3K ﹤0.01%
214
-276
427
$3K ﹤0.01%
59
428
$3K ﹤0.01%
+39
429
$3K ﹤0.01%
12
430
$3K ﹤0.01%
+67
431
$3K ﹤0.01%
+173
432
$3K ﹤0.01%
+429
433
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+10
434
$2K ﹤0.01%
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435
$2K ﹤0.01%
+23
436
$2K ﹤0.01%
+8
437
$2K ﹤0.01%
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438
$2K ﹤0.01%
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439
$2K ﹤0.01%
+50
440
$2K ﹤0.01%
256
441
$2K ﹤0.01%
84
+3
442
$2K ﹤0.01%
+67
443
$2K ﹤0.01%
+50
444
$2K ﹤0.01%
+6
445
$2K ﹤0.01%
+26
446
$2K ﹤0.01%
2,500
447
$2K ﹤0.01%
+17
448
$2K ﹤0.01%
+15
449
$2K ﹤0.01%
+5
450
$2K ﹤0.01%
102
16 17
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