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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
1501
– –
-54,814
1502
– –
-101,833
1503
– –
-18,100
1504
– –
-75,976
1505
– –
-28,150
1506
– –
-6,778
1507
– –
-8,475
1508
– –
-10,500
1509
– –
-2,319
1510
– –
-608,278
1511
– –
-329
1512
– –
-98,793
1513
– –
-444,353
1514
– –
-19,169
1515
– –
-45,774
1516
– –
-34,900
1517
– –
-35,900
1518
– –
-50,130
1519
– –
-25,825
1520
– –
-633
1521
– –
-30,854
1522
– –
-19,163
1523
– –
-10,307
1524
– –
-6,163
1525
– –
-205,200
59 60
61
62 63