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
$164M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.89M
3
+$341K
4
VDE icon
Vanguard Energy ETF
VDE
+$327K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$310K

Top Sells

1
+$2.32M
2
+$2.1M
3
+$1.98M
4
TSLA icon
Tesla
TSLA
+$1.95M
5
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$1.9M

Sector Composition

1 Technology 22.21%
2 Communication Services 8.11%
3 Healthcare 6.92%
4 Industrials 6.89%
5 Materials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.8K 0.01%
42
-82
202
$19.7K 0.01%
203
+26
203
$19.2K 0.01%
101
204
$19K 0.01%
555
+7
205
$18.7K 0.01%
+240
206
$18.6K 0.01%
513
207
$18.5K 0.01%
244
208
$18.3K 0.01%
329
+260
209
$18.1K 0.01%
420
+2
210
$17.9K 0.01%
272
+247
211
$17.7K 0.01%
+124
212
$17.3K 0.01%
+500
213
$17K 0.01%
+432
214
$17K 0.01%
+235
215
$17K 0.01%
544
+4
216
$16.7K 0.01%
+83
217
$16.5K 0.01%
129
-235
218
$16.5K 0.01%
394
+3
219
$16.2K 0.01%
+400
220
$16K 0.01%
97
221
$15.8K 0.01%
+148
222
$15.7K 0.01%
+4,161
223
$15.6K 0.01%
238
+1
224
$15.2K 0.01%
256
+2
225
$14.8K 0.01%
+709
7 8
9
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