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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
1876
– –
-7,300
1877
– –
-11,571
1878
– –
-1,675
1879
– –
-40,424
1880
– –
-21,740
1881
– –
-84,530
1882
– –
-52,544
1883
– –
-9,800
1884
– –
-1,937
1885
– –
-35
1886
– –
-3,424
1887
– –
-12,930
1888
– –
-22,161
1889
– –
-35,632
1890
– –
-23,237
1891
– –
-61,666
1892
– –
-59,698
1893
– –
-182,508
1894
– –
-16,868
1895
– –
-2,173
1896
– –
-9,100
1897
– –
-71,412
1898
– –
-41,298
1899
– –
-1,165
1900
– –
-31,580
74 75
76
77 78