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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
1976
– –
-10,782
1977
– –
-7,117
1978
– –
-57,397
1979
– –
-6,112
1980
– –
-16,823
1981
– –
-35,142
1982
– –
-5,902
1983
– –
-1,010
1984
– –
-81,881
1985
– –
-6,055
1986
– –
-22,056
1987
– –
-2,285
1988
– –
-9,241
1989
– –
-22,904
1990
– –
-9,500
1991
– –
-2
1992
– –
-69,267
1993
– –
-362,078
1994
– –
-3,551
76 77 78 79
80