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
1426
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1427
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1428
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1429
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-42,770
1430
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1432
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-4,448
1433
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-76,826
1434
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-82,289
1435
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-21,680
1436
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-140,800
1437
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-29,714
1438
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-109,700
1439
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-205,738
1440
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-33,106
1441
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1442
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-74,650
1443
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1444
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1445
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-39,879
1446
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-1,388
1447
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-126,834
1448
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-4,525
1449
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-16,789
1450
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-19,072
56 57
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59 60