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
$2.28B
AUM Growth
+$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$6.37M
3 +$4.72M
4
EXEL icon
Exelixis
EXEL
+$3.56M
5
HLX icon
Helix Energy Solutions
HLX
+$3.48M

Top Sells

1 +$9.72M
2 +$7.99M
3 +$6.38M
4
AZTA icon
Azenta
AZTA
+$6.01M
5
DRH icon
DiamondRock Hospitality
DRH
+$5.8M

Sector Composition

1 Financials 20.05%
2 Technology 17.4%
3 Industrials 16.28%
4 Consumer Discretionary 15.29%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,848
252
-82,700