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
451
$2K ﹤0.01%
+3
452
$2K ﹤0.01%
+48
453
$2K ﹤0.01%
+7
454
$2K ﹤0.01%
610
+185
455
$2K ﹤0.01%
16
456
$2K ﹤0.01%
+12
457
$2K ﹤0.01%
96
458
$2K ﹤0.01%
+16
459
$2K ﹤0.01%
+17
460
$2K ﹤0.01%
+10
461
$2K ﹤0.01%
+90
462
$2K ﹤0.01%
+24
463
$2K ﹤0.01%
+8
464
$2K ﹤0.01%
10
+8
465
$2K ﹤0.01%
+240
466
$1K ﹤0.01%
+10
467
$1K ﹤0.01%
+15
468
$1K ﹤0.01%
+13
469
$1K ﹤0.01%
+90
470
$1K ﹤0.01%
+29
471
$1K ﹤0.01%
42
-1
472
$1K ﹤0.01%
+29
473
$1K ﹤0.01%
+14
474
$1K ﹤0.01%
+15
475
$1K ﹤0.01%
22
17 18
19
20 21