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SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.67B
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$6.53M
3
+$5.41M
4
T icon
AT&T
T
+$5.41M
5
BBY icon
Best Buy
BBY
+$5.31M

Top Sells

1
+$13.1M
2
+$10.1M
3
+$9.24M
4
PBR.A icon
Petrobras Class A
PBR.A
+$9.16M
5
OXY icon
Occidental Petroleum
OXY
+$7.99M

Sector Composition

1 Financials 16.03%
2 Energy 13.94%
3 Consumer Discretionary 12.94%
4 Utilities 11.81%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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-645,360
328
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329
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-23,379
330
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-11,700
331
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-69,028
332
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-6,699
333
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-9,000
334
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-146,200
335
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-3,900
336
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-4,902
337
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338
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339
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-15,340
340
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341
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342
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345
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-7,767
12 13
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