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
326
$2.09M 0.03%
+104,545
327
$2.04M 0.03%
64,755
+5,980
328
$2.02M 0.03%
111,685
-92,225
329
$2M 0.03%
+120,205
330
$1.99M 0.03%
45,245
-5,665
331
$1.96M 0.03%
+116,230
332
$1.96M 0.03%
74,225
-11,205
333
$1.96M 0.03%
+49,900
334
$1.94M 0.03%
61,915
-433,890
335
$1.94M 0.03%
33,930
-5,220
336
$1.93M 0.03%
29,835
-8,890
337
$1.93M 0.03%
31,590
+1,860
338
$1.92M 0.03%
67,495
+2,095
339
$1.91M 0.03%
+53,180
340
$1.9M 0.03%
26,895
-31,805
341
$1.9M 0.03%
125,380
-219,995
342
$1.9M 0.03%
22,409
+365
343
$1.89M 0.03%
58,199
-8,895
344
$1.89M 0.03%
55,639
+12,863
345
$1.89M 0.03%
32,413
-3,595
346
$1.88M 0.03%
45,637
-8,055
347
$1.88M 0.03%
54,210
-5,900
348
$1.88M 0.03%
84,905
+11,385
349
$1.87M 0.03%
34,380
+5,465
350
$1.86M 0.03%
37,590
-8,405
12 13
14
15 16