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
$5.65B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.9M
3
+$42.5M
4
UNM icon
Unum
UNM
+$41.2M
5
CUDA
Barracuda Networks, Inc.
CUDA
+$40.3M

Top Sells

1
+$74.4M
2
+$51.8M
3
+$48.1M
4
MGM icon
MGM Resorts International
MGM
+$47.5M
5
KBH icon
KB Home
KBH
+$45.5M

Sector Composition

1 Financials 20.66%
2 Industrials 13.96%
3 Technology 13.01%
4 Consumer Discretionary 8.86%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.02M 0.07%
42,100
-2,300
277
$3.96M 0.07%
47,658
-59,487
278
$3.82M 0.07%
+99,156
279
$3.7M 0.07%
806,945
+321,490
280
$3.69M 0.07%
72,305
+23,520
281
$3.62M 0.06%
22,042
-28,939
282
$3.6M 0.06%
+113,062
283
$3.59M 0.06%
+237,015
284
$3.52M 0.06%
94,625
+14,875
285
$3.35M 0.06%
28,947
-45,845
286
$3.33M 0.06%
71,635
-610
287
$3.31M 0.06%
452,125
+119,280
288
$3.31M 0.06%
+505,240
289
$3.3M 0.06%
80,150
-900
290
$3.24M 0.06%
17,612
-697
291
$3.23M 0.06%
229,995
-1,865
292
$3.22M 0.06%
40,660
-8,520
293
$3.22M 0.06%
65,362
-91,586
294
$3.2M 0.06%
99,824
+12,912
295
$3.03M 0.05%
+10,387
296
$3.03M 0.05%
33,685
+12,213
297
$3.02M 0.05%
96,385
-110,106
298
$2.96M 0.05%
689,000
-5,550
299
$2.85M 0.05%
+158,785
300
$2.85M 0.05%
22,919
-36,345
10 11
12
13 14