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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
$4.29B
AUM Growth
-$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$2.56M
3
+$379K
4
VTS icon
Vitesse Energy
VTS
+$270K
5
SKY icon
Champion Homes
SKY
+$248K

Top Sells

1
+$40.3M
2
+$34.1M
3
+$33.6M
4
DHR icon
Danaher
DHR
+$33.3M
5
LMT icon
Lockheed Martin
LMT
+$24.7M

Sector Composition

1 Technology 17.54%
2 Financials 15.66%
3 Industrials 14.1%
4 Consumer Discretionary 11.65%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-44,069
1002
– –
-10,200
1003
– –
-55,129
1004
– –
-67,153
1005
– –
-13,127
1006
– –
-4,150
1007
– –
-12,538
1008
– –
-16,868
1009
– –
-6,142
1010
– –
-4,630
1011
– –
-65,230
1012
– –
-20,400
1013
– –
-44,737
1014
– –
-10,470
1015
– –
-55,587
1016
– –
-4,000
1017
– –
-8,016
1018
– –
-27,836
1019
– –
-61,765
1020
– –
-50,711
1021
– –
-28,687
1022
– –
-266,345
1023
– –
-15,782
1024
– –
-36,494
1025
– –
-31,907
39 40
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