SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.56B
1-Year Est. Return 28.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.7%
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
+$9.76M
2
+$9.02M
3
+$7.98M
4
EVRG icon
Evergy
EVRG
+$7.28M
5
C icon
Citigroup
C
+$6.37M

Top Sells

1
+$8.73M
2
+$7.64M
3
+$7.24M
4
HPQ icon
HP
HPQ
+$6.47M
5
MPC icon
Marathon Petroleum
MPC
+$6.45M

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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-82,694
427
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428
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429
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-94,700
430
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431
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-8,600
432
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-13,047
433
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-19,700
434
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435
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-58,800
436
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-17,100
437
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-109,700
438
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-7,605
439
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-23,800
440
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-58,700
441
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-43,800
442
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-19,356
443
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444
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445
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-187,600
446
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447
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-5,885
448
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-63,200
449
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-5,274
450
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-21,093
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