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
$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
1126
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1127
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-5,753
1128
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1129
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1130
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1131
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-12,538
1132
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1133
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1134
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-6,012
1135
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-54,179
1136
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1137
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-11,394
1138
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-1,867
1139
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-20,863
1140
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-30,803
1141
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-243,077
1142
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1143
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1144
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1145
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1146
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1147
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1148
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-53
1149
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-51,800
1150
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-26,640
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