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
176
$32.4K 0.02%
91
+2
177
$32.3K 0.02%
314
+2
178
$31.3K 0.02%
1,005
179
$29.4K 0.02%
2,932
-3,051
180
$28.7K 0.02%
140
-114
181
$25.9K 0.01%
+1,174
182
$25.3K 0.01%
1,322
183
$24.1K 0.01%
384
+372
184
$23K 0.01%
284
+2
185
$23K 0.01%
1,000
186
$22.8K 0.01%
680
187
$22.2K 0.01%
102
+1
188
$21.6K 0.01%
500
189
$21.5K 0.01%
441
+4
190
$21.4K 0.01%
1,464
191
$21.4K 0.01%
275
-256
192
$21.3K 0.01%
410
-297
193
$20.8K 0.01%
490
+4
194
$20.7K 0.01%
248
+4
195
$20.5K 0.01%
513
196
$20K 0.01%
43
+1
197
$19.7K 0.01%
400
198
$18.6K 0.01%
422
+2
199
$18.3K 0.01%
553
-2
200
$17.5K 0.01%
174
-29