SFM

Systematic Financial Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.05M
3
+$6.86M
4
SIMO icon
Silicon Motion
SIMO
+$6.26M
5
INMD icon
InMode
INMD
+$6.02M

Top Sells

1
+$26.4M
2
+$12.8M
3
+$7.54M
4
EME icon
Emcor
EME
+$6.61M
5
ANF icon
Abercrombie & Fitch
ANF
+$6.16M

Sector Composition

1 Financials 18.76%
2 Industrials 18.26%
3 Consumer Discretionary 16.23%
4 Technology 14.54%
5 Healthcare 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K ﹤0.01%
4,763
227
$31.7K ﹤0.01%
645
228
$23.3K ﹤0.01%
173
229
$17.1K ﹤0.01%
290
-230
230
$17K ﹤0.01%
440
231
$17K ﹤0.01%
36
232
$12.5K ﹤0.01%
349
233
$11.7K ﹤0.01%
237
234
$10.5K ﹤0.01%
730
235
$10.1K ﹤0.01%
+200
236
$10.1K ﹤0.01%
130
+35
237
$8.99K ﹤0.01%
231
238
$7.74K ﹤0.01%
270
239
$7.49K ﹤0.01%
+235
240
$7.45K ﹤0.01%
175
241
$7.23K ﹤0.01%
90
242
$5.78K ﹤0.01%
32
-282
243
$4.58K ﹤0.01%
130
244
$1.37K ﹤0.01%
120
245
– –
-60
246
– –
-7,659
247
– –
-207,642
6 7 8 9
10