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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
1551
– –
-10,809
1552
– –
-7,850
1553
– –
-15,202
1554
– –
-196,377
1555
– –
-386,952
1556
– –
-25,141
1557
– –
-115,455
1558
– –
-1
1559
– –
-214,725
1560
– –
-12,639
1561
– –
-34,670
1562
– –
-13,185
1563
– –
-32,822
1564
– –
-19,024
1565
– –
-53,223
1566
– –
-25,597
1567
– –
-36,787
1568
– –
-66,709
1569
– –
-8,252
1570
– –
-6,400
1571
– –
-94,295
1572
– –
-2,694
1573
– –
-33,908
1574
– –
-95,140
1575
– –
-39,399
61 62
63
64 65