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
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$8.27M
2 +$7.67M
3 +$6.35M
4
EHC icon
Encompass Health
EHC
+$5.85M
5
OVV icon
Ovintiv
OVV
+$5.35M

Top Sells

1 +$9.62M
2 +$9.22M
3 +$9.19M
4
SIMO icon
Silicon Motion
SIMO
+$7.95M
5
FIX icon
Comfort Systems
FIX
+$7.54M

Sector Composition

1 Financials 22.62%
2 Industrials 17.07%
3 Technology 16.01%
4 Consumer Discretionary 13.87%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$3K ﹤0.01%
120
252
$2K ﹤0.01%
85
-157,122
253
-2
254
-23,660
255
-148
256
-342