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
$5.96B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$70.7M
2
+$50.7M
3
+$46.8M
4
TSLA icon
Tesla
TSLA
+$45.1M
5
SBUX icon
Starbucks
SBUX
+$44.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.8%
2 Industrials 14.64%
3 Healthcare 14.43%
4 Technology 14.38%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.5M 0.28%
+811,564
102
$16.4M 0.28%
+194,139
103
$16.2M 0.27%
+47,306
104
$16M 0.27%
+385,677
105
$15.9M 0.27%
+54,416
106
$15.9M 0.27%
+297,558
107
$15.7M 0.26%
+44,182
108
$15.7M 0.26%
+198,738
109
$15.7M 0.26%
+114,661
110
$15.6M 0.26%
+156,587
111
$15.4M 0.26%
+29,729
112
$15.3M 0.26%
+201,536
113
$15.2M 0.26%
+179,587
114
$14.9M 0.25%
+83,519
115
$14.7M 0.25%
+250,818
116
$14.6M 0.25%
+437,440
117
$14.5M 0.24%
+210,237
118
$14.3M 0.24%
+84,146
119
$14.3M 0.24%
+168,404
120
$14.3M 0.24%
+43,549
121
$14.3M 0.24%
+47,429
122
$14.2M 0.24%
+95,058
123
$14.2M 0.24%
+105,979
124
$14.1M 0.24%
+172,422
125
$14.1M 0.24%
+111,940
3 4
5
6 7