SFM

Systematic Financial Management Portfolio holdings

AUM $4.24B
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.8M
3
+$9.65M
4
MTUS icon
Metallus
MTUS
+$8.48M
5
EG icon
Everest Group
EG
+$8.18M

Top Sells

1
+$18.3M
2
+$12.5M
3
+$7.58M
4
UFCS icon
United Fire Group
UFCS
+$3.72M
5
CHCT
Community Healthcare Trust
CHCT
+$1.33M

Sector Composition

1 Financials 21.49%
2 Industrials 16.79%
3 Technology 16.51%
4 Consumer Discretionary 15.89%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.01%
1,313
227
$189K 0.01%
3,215
228
$141K ﹤0.01%
1,688
229
$32K ﹤0.01%
369
230
$22K ﹤0.01%
223
231
$22K ﹤0.01%
+730
232
$21K ﹤0.01%
100
233
$19K ﹤0.01%
352
-378,724
234
$16K ﹤0.01%
520
235
$15K ﹤0.01%
489
236
$14K ﹤0.01%
36
237
$13K ﹤0.01%
135
238
$12K ﹤0.01%
295
239
$12K ﹤0.01%
501
240
$11K ﹤0.01%
152
241
$11K ﹤0.01%
237
242
$10K ﹤0.01%
249
243
$10K ﹤0.01%
135
244
$10K ﹤0.01%
1,629
245
$8K ﹤0.01%
128
246
$7K ﹤0.01%
194
247
$6K ﹤0.01%
90
248
$4K ﹤0.01%
115
249
$4K ﹤0.01%
115
250
$4K ﹤0.01%
120
7 8 9
10
11