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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
526
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-11,200
527
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-53,700
528
– –
-15,900
529
– –
-6,346
530
– –
-83,000
531
– –
-2,400
532
– –
-28,900
533
– –
-42,500
534
– –
-22,440
535
– –
-22,300
536
– –
-29,500
537
– –
-75,300
538
– –
-25,900
539
– –
-45,400
540
– –
-164,500
541
– –
-27,300
542
– –
-145,200
543
– –
-233
544
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-40,391
545
– –
-196,605
546
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-61,616
547
– –
-29,368
548
– –
-139,360
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