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
201
$80K 0.02%
+1,062
202
$79K 0.02%
253
+20
203
$76K 0.02%
197
+20
204
$76K 0.02%
1,508
+202
205
$75K 0.02%
1,486
+1
206
$75K 0.02%
+524
207
$75K 0.02%
+1,000
208
$74K 0.02%
572
+256
209
$74K 0.02%
773
+4
210
$72K 0.02%
+1,458
211
$72K 0.02%
+650
212
$71K 0.02%
765
213
$71K 0.02%
+438
214
$70K 0.02%
894
215
$69K 0.02%
+935
216
$68K 0.02%
702
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217
$66K 0.02%
151
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218
$66K 0.02%
652
-1,523
219
$66K 0.02%
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220
$66K 0.02%
+301
221
$62K 0.02%
341
222
$61K 0.02%
+253
223
$59K 0.02%
890
-170
224
$59K 0.02%
+648
225
$58K 0.02%
+107
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9
10 11