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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
$5.44B
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,994
New
Increased
Reduced
Closed

Top Buys

1
+$97M
2
+$20.9M
3
+$19.6M
4
LI icon
Li Auto
LI
+$19.6M
5
CTAS icon
Cintas
CTAS
+$17.5M

Top Sells

1
+$50.2M
2
+$19.5M
3
+$18.2M
4
LMT icon
Lockheed Martin
LMT
+$18.1M
5
MCO icon
Moody's
MCO
+$16.6M

Sector Composition

1 Technology 16.35%
2 Financials 13.01%
3 Consumer Discretionary 11.69%
4 Healthcare 11.6%
5 Industrials 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-34,000
1727
– –
-13,325
1728
– –
-54
1729
– –
-10,163
1730
– –
-1,050
1731
– –
-3,300
1732
– –
-29,179
1733
– –
-12,500
1734
– –
-4,183
1735
– –
-14,460
1736
– –
-49,172
1737
– –
-6,902
1738
– –
-11,243
1739
– –
-30,341
1740
– –
-18,079
1741
– –
-36,284
1742
– –
-86,800
1743
– –
-18,207
1744
– –
-15,206
1745
– –
-6,800
1746
– –
-16,588
1747
– –
-14,500
1748
– –
-105,272
1749
– –
-16,841
1750
– –
-146
68 69
70
71 72