SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.93B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.96B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$70.7M
2
+$50.7M
3
+$46.8M
4
TSLA icon
Tesla
TSLA
+$45.1M
5
SBUX icon
Starbucks
SBUX
+$44.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Industrials 14.64%
3 Healthcare 14.43%
4 Technology 14.38%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.15M 0.12%
+877,840
252
$7.14M 0.12%
+182,154
253
$7.12M 0.12%
+31,642
254
$7.11M 0.12%
+211,021
255
$7.05M 0.12%
+143,024
256
$6.99M 0.12%
+716,448
257
$6.98M 0.12%
+49,801
258
$6.98M 0.12%
+84,604
259
$6.92M 0.12%
+63,336
260
$6.92M 0.12%
+106,467
261
$6.8M 0.11%
+49,658
262
$6.71M 0.11%
+87,783
263
$6.65M 0.11%
+46,190
264
$6.65M 0.11%
+115,353
265
$6.63M 0.11%
+285,819
266
$6.59M 0.11%
+77,742
267
$6.58M 0.11%
+60,615
268
$6.57M 0.11%
+192,628
269
$6.57M 0.11%
+168,486
270
$6.54M 0.11%
+67,605
271
$6.53M 0.11%
+355,313
272
$6.53M 0.11%
+237,995
273
$6.53M 0.11%
+113,505
274
$6.52M 0.11%
+70,571
275
$6.51M 0.11%
+139,594
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