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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
$571M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.18M
3
+$7.96M
4
RCL icon
Royal Caribbean
RCL
+$7.33M
5
APA icon
APA Corp
APA
+$7.27M

Top Sells

1
+$6.73M
2
+$6.51M
3
+$5.61M
4
MAT icon
Mattel
MAT
+$5.45M
5
BPOP icon
Popular Inc
BPOP
+$5.31M

Sector Composition

1 Utilities 18.29%
2 Consumer Discretionary 17.64%
3 Financials 16.89%
4 Technology 9.55%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-43,086
427
– –
-4,688
428
– –
-19,246
429
– –
-22,305
430
– –
-31,600
431
– –
-7,272
432
– –
-39,876
433
– –
-35,890
434
– –
-3,339
435
– –
-26,315
436
– –
-34,741
437
– –
-10,900
438
– –
-2,700
439
– –
-12,000
440
– –
-10,762
14 15 16 17
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