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
$5.8B
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
1226
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1227
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1228
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-7,219
1229
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1230
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1232
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-45,010
1233
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1234
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-107,605
1235
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-95,076
1236
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-106,306
1237
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-139,181
1238
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-7,275
1239
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-26,907
1240
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1241
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-32,935
1242
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1243
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1244
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-237,694
1245
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1246
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1247
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1248
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1249
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-27,446
1250
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