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
851
$503K 0.01%
+2,000
852
$503K 0.01%
+26,846
853
$502K 0.01%
+454
854
$502K 0.01%
+32,412
855
$499K 0.01%
+44,575
856
$490K 0.01%
+96,826
857
$487K 0.01%
+43,157
858
$484K 0.01%
+53,968
859
$483K 0.01%
+55,306
860
$482K 0.01%
+3,640
861
$480K 0.01%
+6,314
862
$479K 0.01%
+51,022
863
$477K 0.01%
+60,992
864
$476K 0.01%
+4,961
865
$471K 0.01%
+15,190
866
$467K 0.01%
+23,044
867
$460K 0.01%
+2,092
868
$459K 0.01%
+63,749
869
$457K 0.01%
+12,930
870
$454K 0.01%
+14,336
871
$451K 0.01%
+69,450
872
$451K 0.01%
+55,369
873
$450K 0.01%
+10,107
874
$444K 0.01%
+49,100
875
$444K 0.01%
+11,916
33 34
35
36 37