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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
451
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-15,041
452
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-34,193
453
– –
-162,500
454
– –
-38,378
455
– –
-9,200
456
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-37,400
457
– –
-58,800
458
– –
-17,100
459
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-109,700
460
– –
-7,605
461
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-23,800
462
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-58,700
463
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-43,800
464
– –
-19,356
465
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-73,700
466
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-47,100
467
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-187,600
468
– –
-22,822
469
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-5,885
470
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-13,600
471
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-62,304
472
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-7,600
473
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-22,851
474
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-25,725
475
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-130,557
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