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
$3.29B
AUM Growth
-$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.77M
3 +$8.35M
4
VVX icon
V2X
VVX
+$8.1M
5
SIMO icon
Silicon Motion
SIMO
+$6.71M

Top Sells

1 +$26.1M
2 +$16.2M
3 +$16.1M
4
ONTO icon
Onto Innovation
ONTO
+$13.7M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$11.2M

Sector Composition

1 Financials 18.58%
2 Industrials 17.17%
3 Technology 15.66%
4 Consumer Discretionary 15.13%
5 Healthcare 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-75
252
-123,611
253
-8,314
254
-161,335