SFM

Systematic Financial Management Portfolio holdings

AUM $4.24B
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
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 +$9.05M
2 +$5.52M
3 +$5.51M
4
EXEL icon
Exelixis
EXEL
+$3.71M
5
PII icon
Polaris
PII
+$3.09M

Top Sells

1 +$8.83M
2 +$6.71M
3 +$5.53M
4
OMCL icon
Omnicell
OMCL
+$5.22M
5
DRH icon
Diamondrock Hospitality Co
DRH
+$4.7M

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