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
$674M
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$8.84M
3
+$7.61M
4
EVRG icon
Evergy
EVRG
+$6.94M
5
C icon
Citigroup
C
+$6.55M

Top Sells

1
+$8.73M
2
+$7.64M
3
+$7.14M
4
MPC icon
Marathon Petroleum
MPC
+$7.02M
5
HPQ icon
HP
HPQ
+$6.35M

Sector Composition

1 Consumer Discretionary 16.86%
2 Financials 15.4%
3 Utilities 13.3%
4 Energy 10.98%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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428
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-82,694
429
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-6,400
430
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-94,700
431
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-282,601
432
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-53,200
433
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-2,500
434
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-68,000
435
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-13,047
436
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-19,700
437
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438
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-31,600
439
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-1,600
440
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-8,400
441
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-69,900
442
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-19,878
443
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444
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-68,800
445
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-38,019
446
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-12,400
447
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-11,300
448
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-17,734
449
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-8,600
450
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-15,041
16 17
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