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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
351
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-22,400
352
– –
-14,200
353
– –
-49,776
354
– –
-41,300
355
– –
-64,130
356
– –
-6,900
357
– –
-16,400
358
– –
-4,700
359
– –
-28,700
360
– –
-14,756
361
– –
-186,249
362
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-15,400
363
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-51,786
364
– –
-18,400
365
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-12,300
366
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-46,860
367
– –
-16,100
368
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369
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-165,272
370
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-13,400
371
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-83,176
372
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-22,028
373
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-78,000
374
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-20,675
375
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-196,243
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