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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
$5.84B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,696
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$28.2M
3
+$27.6M
4
GIS icon
General Mills
GIS
+$25.5M
5
UNH icon
UnitedHealth
UNH
+$23.1M

Top Sells

1
+$20.6M
2
+$19.8M
3
+$19.6M
4
SCHW
Charles Schwab
SCHW
+$19.5M
5
KHC icon
Kraft Heinz
KHC
+$19.2M

Sector Composition

1 Technology 14.93%
2 Industrials 13.65%
3 Financials 13.35%
4 Healthcare 12.5%
5 Consumer Discretionary 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-26,975
1527
– –
-169,941
1528
– –
-62,186
1529
– –
-362,615
1530
– –
-6,016
1531
– –
-229,443
1532
– –
-15,541
1533
– –
-26,484
1534
– –
-17,569
1535
– –
-10,843
1536
– –
-176,925
1537
– –
-42,452
1538
– –
-9,400
1539
– –
-8,108
1540
– –
-750
1541
– –
-14,335
1542
– –
-47,413
1543
– –
-143,025
1544
– –
-7,732
1545
– –
-22,547
1546
– –
-209
1547
– –
-34,686
1548
– –
-16,765
1549
– –
-227,880
1550
– –
-27,340
60 61
62
63 64