SFCL

Strengthening Families & Communities LLC Portfolio holdings

AUM $281M
1-Year Est. Return 26.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.35M
3
+$658K
4
CRWV
CoreWeave Inc
CRWV
+$278K
5
AVGO icon
Broadcom
AVGO
+$245K

Top Sells

1
+$1.06M
2
+$926K
3
+$621K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$445K
5
VAW icon
Vanguard Materials ETF
VAW
+$371K

Sector Composition

1 Technology 24.38%
2 Communication Services 8.04%
3 Healthcare 6.94%
4 Industrials 6.88%
5 Materials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.9K 0.03%
675
152
$54.8K 0.03%
301
-10
153
$51.8K 0.03%
478
-210
154
$51.4K 0.03%
250
155
$50.8K 0.03%
194
-164
156
$50.3K 0.03%
738
+11
157
$49.8K 0.03%
651
-532
158
$49.6K 0.03%
469
+6
159
$49.3K 0.03%
2,018
+7
160
$44.7K 0.02%
1,103
+18
161
$44.1K 0.02%
1,528
-311
162
$43.8K 0.02%
608
163
$41.8K 0.02%
354
164
$40.9K 0.02%
550
+4
165
$40.6K 0.02%
15,000
166
$40.5K 0.02%
41
-32
167
$40.3K 0.02%
190
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$39.6K 0.02%
294
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169
$39K 0.02%
536
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170
$37K 0.02%
206
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171
$36.7K 0.02%
277
-239
172
$36.6K 0.02%
298
173
$34.3K 0.02%
549
+8
174
$34.2K 0.02%
1,248
-6,028
175
$33K 0.02%
139
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7
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