SFM

Systematic Financial Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$75.8M
3
+$62.7M
4
GT icon
Goodyear
GT
+$59.4M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$53.8M

Top Sells

1
+$95.2M
2
+$61.1M
3
+$59.1M
4
KEY icon
KeyCorp
KEY
+$58.1M
5
CE icon
Celanese
CE
+$57.4M

Sector Composition

1 Financials 20.52%
2 Industrials 12.11%
3 Technology 11.72%
4 Consumer Discretionary 10.15%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.94M 0.1%
112,797
-31,274
227
$6.92M 0.1%
283,515
-16,244
228
$6.92M 0.1%
133,082
-4,275
229
$6.84M 0.1%
+394,098
230
$6.82M 0.1%
+350,035
231
$6.77M 0.09%
268,540
-2,290
232
$6.76M 0.09%
168,189
-9,253
233
$6.72M 0.09%
365,042
-34,959
234
$6.58M 0.09%
246,162
+4,905
235
$6.53M 0.09%
27,709
+14,246
236
$6.35M 0.09%
135,254
-4,372
237
$6.29M 0.09%
432,898
-3,619
238
$6.1M 0.09%
108,990
-5,288
239
$5.97M 0.08%
576,098
-957,910
240
$5.94M 0.08%
73,750
-5,200
241
$5.93M 0.08%
449,745
-3,835
242
$5.92M 0.08%
449,910
+97,895
243
$5.91M 0.08%
336,756
-21,881
244
$5.91M 0.08%
171,205
+101,725
245
$5.82M 0.08%
428,500
-56,675
246
$5.72M 0.08%
150,360
-9,160
247
$5.57M 0.08%
86,956
-2,820
248
$5.55M 0.08%
228,065
-1,955
249
$5.54M 0.08%
124,438
-6,622
250
$5.47M 0.08%
363,269
-43,207
8 9
10
11 12