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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
1851
– –
-14,156
1852
– –
-40,486
1853
– –
-9,164
1854
– –
-13,455
1855
– –
-22,410
1856
– –
-39,120
1857
– –
-2,660
1858
– –
-177,160
1859
– –
-246,470
1860
– –
-72,513
1861
– –
-4,900
1862
– –
-12,881
1863
– –
-80,364
1864
– –
-11,340
1865
– –
-12,648
1866
– –
-112,259
1867
– –
-35,354
1868
– –
-9,102
1869
– –
-7,580
1870
– –
-723,373
1871
– –
-12,250
1872
– –
-33,074
1873
– –
-18,805
1874
– –
-1,500
1875
– –
-7,617
73 74
75
76 77