SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.39M
3
+$6.91M
4
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$6.35M
5
MTUS icon
Metallus
MTUS
+$5.87M

Top Sells

1
+$18.7M
2
+$16.4M
3
+$13.5M
4
HIBB
Hibbett, Inc. Common Stock
HIBB
+$7.2M
5
PRFT
Perficient Inc
PRFT
+$6.66M

Sector Composition

1 Financials 22.93%
2 Industrials 16.16%
3 Technology 15.66%
4 Consumer Discretionary 13.92%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K ﹤0.01%
369
227
$27K ﹤0.01%
223
228
$24K ﹤0.01%
730
229
$20K ﹤0.01%
100
230
$19K ﹤0.01%
342
-10
231
$17K ﹤0.01%
489
232
$17K ﹤0.01%
520
233
$13K ﹤0.01%
36
234
$11K ﹤0.01%
135
235
$11K ﹤0.01%
237
236
$11K ﹤0.01%
501
237
$10K ﹤0.01%
295
238
$10K ﹤0.01%
135
239
$9K ﹤0.01%
270
+155
240
$9K ﹤0.01%
249
241
$9K ﹤0.01%
152
242
$9K ﹤0.01%
148
-269,359
243
$8K ﹤0.01%
1,629
244
$8K ﹤0.01%
128
245
$7K ﹤0.01%
+135
246
$7K ﹤0.01%
194
247
$6K ﹤0.01%
90
248
$4K ﹤0.01%
115
249
$3K ﹤0.01%
69
250
$3K ﹤0.01%
231
7 8 9
10
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