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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
$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
– –
-5,900
427
– –
-82,694
428
– –
-6,400
429
– –
-94,700
430
– –
-282,601
431
– –
-53,200
432
– –
-2,500
433
– –
-68,000
434
– –
-16,468
435
– –
-8,600
436
– –
-13,047
437
– –
-19,700
438
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-21,280
439
– –
-31,600
440
– –
-1,600
441
– –
-8,400
442
– –
-69,900
443
– –
-19,878
444
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-20,600
445
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-68,800
446
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-38,019
447
– –
-12,400
448
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-11,300
449
– –
-17,734
450
– –
-8,600
16 17
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