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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
376
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-18,800
377
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-11,200
378
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-11,500
379
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-46,300
380
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-8,100
381
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-15,300
382
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-8,500
383
– –
-9,000
384
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-10,500
385
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-42,800
386
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-16,000
387
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-763,794
388
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-52,300
389
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-33,600
390
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-17,050
391
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-9,204
392
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-115,976
393
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-36,310
394
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-15,100
395
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-28,362
396
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-144,320
397
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-15,700
398
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-39,500
399
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-97,600
400
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-24,500
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