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
401
$3.53M 0.06%
+22,479
402
$3.53M 0.06%
+82,714
403
$3.48M 0.06%
+43,479
404
$3.48M 0.06%
+56,607
405
$3.45M 0.06%
+186,403
406
$3.43M 0.06%
+10,188
407
$3.42M 0.06%
+98,487
408
$3.41M 0.06%
+56,010
409
$3.4M 0.06%
+400,120
410
$3.35M 0.06%
+69,565
411
$3.34M 0.06%
+86,404
412
$3.33M 0.06%
+36,513
413
$3.33M 0.06%
+149,845
414
$3.33M 0.06%
+42,599
415
$3.31M 0.06%
+340,491
416
$3.28M 0.06%
+860,567
417
$3.27M 0.05%
+125,816
418
$3.25M 0.05%
+69,068
419
$3.24M 0.05%
+20,200
420
$3.23M 0.05%
+79,800
421
$3.21M 0.05%
+49,157
422
$3.21M 0.05%
+36,175
423
$3.18M 0.05%
+104,094
424
$3.17M 0.05%
+20,511
425
$3.16M 0.05%
+91,763
15 16
17
18 19