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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
$876M
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$10.4M
3
+$9.64M
4
CNQ icon
Canadian Natural Resources
CNQ
+$9.48M
5
ETN icon
Eaton
ETN
+$8.86M

Top Sells

1
+$10.8M
2
+$9.61M
3
+$7.63M
4
MS icon
Morgan Stanley
MS
+$7.56M
5
M icon
Macy's
M
+$6.98M

Sector Composition

1 Utilities 16.86%
2 Financials 16.79%
3 Consumer Discretionary 14.37%
4 Energy 9.43%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-60,391
402
– –
-13,500
403
– –
-4,216
404
– –
-133,028
405
– –
-163,800
406
– –
-12,417
407
– –
-19,465
408
– –
-4,500
409
– –
-12,674
410
– –
-2,071
411
– –
-234,312
412
– –
-12,941
413
– –
-4,430
414
– –
-10,060
415
– –
-14,600
416
– –
-73,893
417
– –
-25,870
418
– –
-148,081
419
– –
-92,447
420
– –
-26,315
421
– –
-49,705
422
– –
-18,965
423
– –
-14,300
424
– –
-47,767
425
– –
-3,501
15 16
17
18 19