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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
1826
– –
-145,260
1827
– –
-19,005
1828
– –
-12,600
1829
– –
-11,111
1830
– –
-30,567
1831
– –
-47,949
1832
– –
-1,688
1833
– –
-10,600
1834
– –
-5,800
1835
– –
-10,219
1836
– –
-7,504
1837
– –
-9,640
1838
– –
-36,304
1839
– –
-10,900
1840
– –
-14,400
1841
– –
-5,315
1842
– –
-37,154
1843
– –
-70,900
1844
– –
-33,784
1845
– –
-50,792
1846
– –
-140,736
1847
– –
-39,044
1848
– –
-7,832
1849
– –
-72,700
1850
– –
-5,483
72 73
74
75 76