SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.56B
1-Year Est. Return 28.7%
This Quarter Est. Return
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.96B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$56.6M
3
+$48.4M
4
PYPL icon
PayPal
PYPL
+$47.5M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.64%
2 Industrials 14.59%
3 Technology 14.59%
4 Healthcare 14.43%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.01M 0.01%
+8,121
702
$1.01M 0.01%
+96,175
703
$1.01M 0.01%
+5,800
704
$1.01M 0.01%
+4,273
705
$1M 0.01%
+211,702
706
$1M 0.01%
+213,213
707
$997K 0.01%
+119,708
708
$997K 0.01%
+48,240
709
$990K 0.01%
+93,859
710
$990K 0.01%
+16,000
711
$989K 0.01%
+26,708
712
$988K 0.01%
+52,424
713
$979K 0.01%
+90,900
714
$977K 0.01%
+8,674
715
$965K 0.01%
+50,041
716
$964K 0.01%
+79,400
717
$951K 0.01%
+7,167
718
$951K 0.01%
+22,500
719
$944K 0.01%
+98,731
720
$940K 0.01%
+58,211
721
$935K 0.01%
+16,020
722
$934K 0.01%
+38,416
723
$933K 0.01%
+48,638
724
$924K 0.01%
+26,488
725
$923K 0.01%
+6,501
27 28
29
30 31