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
$3.06B
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$7.76M
3
+$6.06M
4
ALSN icon
Allison Transmission
ALSN
+$5.01M
5
OSIS icon
OSI Systems
OSIS
+$4.84M

Top Sells

1
+$26.6M
2
+$21.4M
3
+$19.1M
4
CFG icon
Citizens Financial Group
CFG
+$8.4M
5
OSK icon
Oshkosh
OSK
+$6.96M

Sector Composition

1 Industrials 19.58%
2 Financials 19.27%
3 Technology 15.22%
4 Consumer Discretionary 13.88%
5 Healthcare 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.01%
+3,024
227
$242K 0.01%
+8,669
228
$237K 0.01%
+2,880
229
$236K 0.01%
+2,853
230
$233K 0.01%
+1,545
231
$230K 0.01%
+8,581
232
$230K 0.01%
+8,756
233
$229K 0.01%
+6,302
234
$211K 0.01%
+2,860
235
$208K 0.01%
+3,392
236
$206K 0.01%
+9,917
237
$205K 0.01%
+18,943
238
$199K 0.01%
+7,770
239
$196K 0.01%
+5,165
240
$192K 0.01%
+1,235
241
$191K 0.01%
+1,891
242
$191K 0.01%
+1,756
243
$191K 0.01%
+713
244
$190K 0.01%
+2,496
245
$190K 0.01%
+8,730
246
$189K 0.01%
+1,944
247
$187K 0.01%
+926
248
$185K 0.01%
+5,745
249
$182K 0.01%
+1,749
250
$180K 0.01%
+786
8 9
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