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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
1101
– –
-2,507
1102
– –
-11,394
1103
– –
-1,867
1104
– –
-20,863
1105
– –
-30,803
1106
– –
-243,077
1107
– –
-171,747
1108
– –
-57,148
1109
– –
-18,139
1110
– –
-36,047
1111
– –
-34,465
1112
– –
-19,667
1113
– –
-3
1114
– –
-51,800
1115
– –
-26,640
1116
– –
-2,084
1117
– –
-8,540
1118
– –
-2,200
1119
– –
-5,632
1120
– –
-14,409
1121
– –
-158,157
1122
– –
-13,578
1123
– –
-30,221
1124
– –
-10,200
1125
– –
-3,425
43 44
45
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