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
26
$53.7K 1.09%
16,330
+2,666
27
$52.1K 1.06%
38,191
+691
28
$51.5K 1.05%
1,733
+147
29
$51.5K 1.05%
244
-4,069
30
$50.6K 1.03%
7,842
+817
31
$49.9K 1.01%
13,032
+289
32
$49.8K 1.01%
5,190
+146
33
$49K 1%
2,309
+232
34
$48.9K 0.99%
428
-26,815
35
$48.7K 0.99%
5,555
+721
36
$48.6K 0.99%
187,162
-4,367
37
$47.7K 0.97%
6,195
+184
38
$46.5K 0.95%
11,569
+308
39
$46.4K 0.94%
8,313
+436
40
$46.3K 0.94%
3,441
+64
41
$45.9K 0.93%
1,321
+127
42
$45.5K 0.93%
11,816
+310
43
$45.5K 0.92%
29,445
+1,011
44
$45.4K 0.92%
5,360
+235
45
$44.4K 0.9%
6,013
+170
46
$44.1K 0.9%
6,194
+170
47
$43.8K 0.89%
22,912
+600
48
$43.5K 0.89%
1,088
-6,653
49
$42.4K 0.86%
4,405
+73
50
$41.8K 0.85%
26,803
+675
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2
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