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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
1901
– –
-72,992
1902
– –
-545
1903
– –
-15,644
1904
– –
-7,486
1905
– –
-12,049
1906
– –
-7,600
1907
– –
-533,125
1908
– –
-8
1909
– –
-44,849
1910
– –
-7,100
1911
– –
-89,616
1912
– –
-6,600
1913
– –
-11,117
1914
– –
-9,784
1915
– –
-633
1916
– –
-27,683
1917
– –
-7,096
1918
– –
-19,500
1919
– –
-19,878
1920
– –
-5,245
1921
– –
-16,500
1922
– –
-1,264
1923
– –
-5,166
1924
– –
-13,412
1925
– –
-78,662
75 76
77
78 79