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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
1801
– –
-40,500
1802
– –
-3,986
1803
– –
-17,552
1804
– –
-29,745
1805
– –
-17,408
1806
– –
-14,550
1807
– –
-17,497
1808
– –
-10,200
1809
– –
-23,240
1810
– –
-9,656
1811
– –
-25,680
1812
– –
-100,019
1813
– –
-12,900
1814
– –
-9,681
1815
– –
-10,000
1816
– –
-62,085
1817
– –
-51,353
1818
– –
-18,280
1819
– –
-41,200
1820
– –
-16,436
1821
– –
-21,990
1822
– –
-40,010
1823
– –
-3,253
1824
– –
-9,127
1825
– –
-47,388
71 72
73
74 75