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
$7.13B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$75.8M
3
+$62.7M
4
GT icon
Goodyear
GT
+$59.4M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$53.8M

Top Sells

1
+$95.2M
2
+$61.1M
3
+$59.1M
4
KEY icon
KeyCorp
KEY
+$58.1M
5
CE icon
Celanese
CE
+$57.4M

Sector Composition

1 Financials 20.52%
2 Industrials 12.11%
3 Technology 11.72%
4 Consumer Discretionary 10.15%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.42M 0.05%
113,100
-970
302
$3.33M 0.05%
+127,635
303
$3.32M 0.05%
178,880
-24,740
304
$3.26M 0.05%
70,060
-615
305
$3.18M 0.04%
234,915
+98,520
306
$3.16M 0.04%
+369,530
307
$3.08M 0.04%
273,385
-16,750
308
$3.08M 0.04%
87,950
-67,799
309
$3.06M 0.04%
82,450
-15,350
310
$2.99M 0.04%
+61,455
311
$2.97M 0.04%
116,730
-1,000
312
$2.91M 0.04%
+222,835
313
$2.87M 0.04%
175,520
-104,300
314
$2.85M 0.04%
706,365
+417,815
315
$2.82M 0.04%
181,023
-134,004
316
$2.69M 0.04%
+405,240
317
$2.65M 0.04%
133,788
-42,081
318
$2.65M 0.04%
+99,625
319
$2.57M 0.04%
+220,690
320
$2.51M 0.04%
34,420
+12,860
321
$2.48M 0.03%
+153,170
322
$2.41M 0.03%
+239,650
323
$2.4M 0.03%
50,200
-21,559
324
$2.31M 0.03%
+391,025
325
$2.14M 0.03%
+95,290
11 12
13
14 15