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
51
$41.3K 0.84%
8,717
+297
52
$41.2K 0.84%
14,622
+319
53
$40.8K 0.83%
11,129
+610
54
$40.2K 0.82%
5,247
+89
55
$40.1K 0.82%
32,957
+14,523
56
$40.1K 0.82%
7,831
+205
57
$38.7K 0.79%
5,408
+146
58
$38.2K 0.78%
35,155
+815
59
$37.4K 0.76%
26,105
+3,624
60
$37.3K 0.76%
5,670
+254
61
$37K 0.75%
589
+223
62
$34.4K 0.7%
13,397
+415
63
$34.2K 0.7%
6,637
+204
64
$33.9K 0.69%
15,217
+507
65
$33.8K 0.69%
229
-11,355
66
$33.7K 0.68%
5,924
+74
67
$31.3K 0.64%
24,963
+335
68
$29.6K 0.6%
11,757
+237
69
$28.7K 0.58%
43,781
+871
70
$28.7K 0.58%
26,630
+1,682
71
$28.5K 0.58%
145,367
+3,092
72
$28.3K 0.57%
3,279
+139
73
$28.1K 0.57%
32,191
+969
74
$27K 0.55%
29,638
+497
75
$26.8K 0.54%
23,681
+951
1 2
3
4 5