Asset Management
The SFIC Asset Management division manages a $1M+ fund with more than 40 stock positions, publishing over 40 reports each quarter. Along with stocks, we manage ETFs and mutual funds, making well-rounded investment decisions. Over the past two decades, our efforts have contributed hundreds of thousands of dollars to student scholarships. Using tools like the Bloomberg Terminal, our team is dedicated to data-driven, impactful investments across five key sectors.
Portfolio Industry Sectors
INDUSTRIALS
Our Industrials sector includes holdings such as Waste Management, Mitsubishi Corp., and FMC Corporation, with a focus on companies driving innovation in manufacturing and materials. This sector capitalizes on long-term growth trends in infrastructure and industrial technology.
CONSUMER/RETAIL
In the Consumer/Retail sector, we hold household names like Target, Starbucks, and ULTA Beauty. This sector enables us to invest in companies with strong consumer recognition and the adaptability to thrive in a rapidly changing retail landscape.
TECHNOLOGY
In Technology, we hold major companies like Google and Nvidia, reflecting our focus on high-growth opportunities in AI, semiconductors, and cloud computing. This sector drives innovation and plays a crucial role in digital transformation.
FINANCE
In Finance, we hold companies like Visa, Bank of America, and Berkshire Hathaway, providing exposure to the global payments, banking, and insurance industries. We target financial companies with strong fundamentals and scalable business models.
HEALTHCARE
Our Healthcare investments include UnitedHealth Group, a leader in insurance and health services. We focus on companies meeting the increasing demand for healthcare and pharmaceuticals.