SFI

Susquehanna Fundamental Investments Portfolio holdings

AUM $2.93B
1-Year Est. Return 28.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.34%
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
+$70.7M
2
+$50.7M
3
+$46.8M
4
TSLA icon
Tesla
TSLA
+$45.1M
5
SBUX icon
Starbucks
SBUX
+$44.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Industrials 14.64%
3 Healthcare 14.43%
4 Technology 14.38%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$765K 0.01%
+98,284
777
$764K 0.01%
+6,800
778
$759K 0.01%
+23,881
779
$752K 0.01%
+15,600
780
$751K 0.01%
+8,850
781
$750K 0.01%
+49,257
782
$746K 0.01%
+237,465
783
$739K 0.01%
+24,432
784
$723K 0.01%
+3,700
785
$707K 0.01%
+6,731
786
$702K 0.01%
+262,992
787
$702K 0.01%
+228,536
788
$699K 0.01%
+18,050
789
$699K 0.01%
+24,448
790
$690K 0.01%
+1,425
791
$690K 0.01%
+43,389
792
$687K 0.01%
+16,407
793
$684K 0.01%
+16,176
794
$683K 0.01%
+8,958
795
$681K 0.01%
+38,534
796
$680K 0.01%
+80,319
797
$677K 0.01%
+12,324
798
$671K 0.01%
+22,813
799
$670K 0.01%
+4,527
800
$670K 0.01%
+202,942
30 31
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