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
$3.11B
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$10.2M
3 +$6.81M
4
LUCK
Lucky Strike Entertainment
LUCK
+$5.45M
5
TNK icon
Teekay Tankers
TNK
+$4.89M

Top Sells

1 +$15.3M
2 +$10.8M
3 +$6.52M
4
PRFT
Perficient Inc
PRFT
+$6.38M
5
RRX icon
Regal Rexnord
RRX
+$3.61M

Sector Composition

1 Industrials 19.51%
2 Financials 18.2%
3 Consumer Discretionary 15.37%
4 Technology 14.22%
5 Healthcare 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.3K ﹤0.01%
645
227
$27.6K ﹤0.01%
520
228
$20.9K ﹤0.01%
173
229
$17.9K ﹤0.01%
440
+165
230
$15.7K ﹤0.01%
36
231
$13.2K ﹤0.01%
349
232
$12.7K ﹤0.01%
730
233
$10.8K ﹤0.01%
237
234
$10.5K ﹤0.01%
152
235
$9.99K ﹤0.01%
231
236
$7.77K ﹤0.01%
+60
237
$7.4K ﹤0.01%
270
238
$6.53K ﹤0.01%
175
239
$6.46K ﹤0.01%
+95
240
$6.38K ﹤0.01%
90
241
$4.17K ﹤0.01%
130
242
$1.3K ﹤0.01%
120
243
-13,975