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SFM

Systematic Financial Management Portfolio holdings

AUM $4.36B
1-Year Est. Return 40.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.3M
3
+$7.85M
4
ADEA icon
Adeia
ADEA
+$5.71M
5
DCOM icon
Dime Commercial Bancshares
DCOM
+$5.42M

Top Sells

1
+$22.6M
2
+$4.59M
3
+$4.24M
4
KBR icon
KBR
KBR
+$2.88M
5
DECK icon
Deckers Outdoor
DECK
+$2.33M

Sector Composition

1 Industrials 21.3%
2 Financials 17.59%
3 Technology 15.59%
4 Consumer Discretionary 14.33%
5 Healthcare 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.5K ﹤0.01%
237
227
$11.3K ﹤0.01%
275
228
$10.3K ﹤0.01%
152
229
$9.1K ﹤0.01%
270
230
$8.62K ﹤0.01%
231
231
$7K ﹤0.01%
175
232
$6.72K ﹤0.01%
40
-146
233
$6.48K ﹤0.01%
90
234
$3.79K ﹤0.01%
130
235
$1.5K ﹤0.01%
120
236
– –
-1,737
237
– –
-4,412
238
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-6,814
239
– –
-10,756
240
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-1,716
241
– –
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242
– –
-1,941
243
– –
-7,938
244
– –
-2,496
245
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246
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247
– –
-9,917
248
– –
-3,174
249
– –
-2,898
250
– –
-1,756
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