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
$3.17B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$8.3M
3
+$7.85M
4
ADEA icon
Adeia
ADEA
+$5.71M
5
DCOM icon
Dime Community Bancshares
DCOM
+$5.42M

Top Sells

1
+$22.6M
2
+$4.59M
3
+$4.24M
4
KBR icon
KBR
KBR
+$2.88M
5
DECK icon
Deckers Outdoor
DECK
+$2.33M

Sector Composition

1 Industrials 21.3%
2 Financials 17.59%
3 Technology 15.59%
4 Consumer Discretionary 15.09%
5 Healthcare 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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303
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304
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305
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306
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307
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308
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-7,805
309
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310
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-8,756
311
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