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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
1576
– –
-12,487
1577
– –
-15,400
1578
– –
0
1579
– –
-11,807
1580
– –
-492
1581
– –
-21,133
1582
– –
-12,020
1583
– –
-21,302
1584
– –
-563,678
1585
– –
-87
1586
– –
-13,459
1587
– –
-10,002
1588
– –
-9,649
1589
– –
-11,927
1590
– –
-62,022
1591
– –
-25,601
1592
– –
-6,700
1593
– –
-44,281
1594
– –
-142,804
1595
– –
-60,854
1596
– –
-133,152
1597
– –
-9,873
1598
– –
-43,509
1599
– –
-600
1600
– –
-2,337
62 63
64
65 66