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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
476
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-19,900
477
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-330,859
478
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-69,400
479
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-10,200
480
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-79,142
481
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-786,535
482
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-17,700
483
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-66,700
484
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-5,651
485
– –
-29,670
486
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-9,209
487
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-12,688
488
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-116,900
489
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-9,299
490
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-31,441
491
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-19,036
492
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-14,600
493
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-5,086
494
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-29,565
495
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-19,900
496
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-105,700
497
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-4,652
498
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-53,800
499
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-110,027
500
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-63,200
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