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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
$5.8B
AUM Growth
-$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$45.5M
3
+$35.1M
4
UBER icon
Uber
UBER
+$34.9M
5
ADBE icon
Adobe
ADBE
+$31.6M

Top Sells

1
+$66.7M
2
+$41M
3
+$34.6M
4
BP icon
BP
BP
+$28.8M
5
SPGI icon
S&P Global
SPGI
+$26.9M

Sector Composition

1 Financials 15.87%
2 Technology 15.37%
3 Industrials 13.78%
4 Healthcare 12.03%
5 Consumer Discretionary 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-326
1202
– –
-44,630
1203
– –
-11,049
1204
– –
-15,358
1205
– –
-144,154
1206
– –
-42,770
1207
– –
-110,033
1208
– –
-39,355
1209
– –
-4,448
1210
– –
-76,826
1211
– –
-82,289
1212
– –
-21,680
1213
– –
-140,800
1214
– –
-30,834
1215
– –
-246,001
1216
– –
-71,583
1217
– –
-28,186
1218
– –
-21,151
1219
– –
-16,518
1220
– –
-19,902
1221
– –
-141,527
1222
– –
-58
1223
– –
-150,833
1224
– –
-22,945
1225
– –
-120,892
47 48
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