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
201
$17.4K 0.01%
33
-3
202
$17.3K 0.01%
238
203
$17.1K 0.01%
126
204
$16.6K 0.01%
98
205
$16.5K 0.01%
+383
206
$16.5K 0.01%
397
+3
207
$16.3K 0.01%
137
+8
208
$15.9K 0.01%
30
+1
209
$15.2K 0.01%
98
+1
210
$15.2K 0.01%
290
+1
211
$14.4K 0.01%
254
-186
212
$14.3K 0.01%
350
-344
213
$14.2K 0.01%
443
-101
214
$14K 0.01%
323
+10
215
$13.7K 0.01%
39
-1
216
$13.5K 0.01%
68
+31
217
$13.4K 0.01%
224
-32
218
$13.4K 0.01%
94
219
$13.3K 0.01%
552
+6
220
$13.2K 0.01%
300
221
$13K 0.01%
452
+12
222
$12.6K 0.01%
+100
223
$12.6K 0.01%
+100
224
$12.4K 0.01%
506
-367
225
$12.1K 0.01%
241