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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
1926
– –
-26,631
1927
– –
-16,143
1928
– –
-57,798
1929
– –
-64,887
1930
– –
-4,120
1931
– –
-7,308
1932
– –
-5,200
1933
– –
-49,035
1934
– –
-6,950
1935
– –
-26,743
1936
– –
-39,463
1937
– –
-98,912
1938
– –
-13,642
1939
– –
-31,620
1940
– –
-13,932
1941
– –
-3,364
1942
– –
-7,534
1943
– –
-54,010
1944
– –
-3,121
1945
– –
-31,380
1946
– –
-19,718
1947
– –
-733
1948
– –
-3,831
1949
– –
-59,540
1950
– –
-79,972
76 77
78
79 80