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
$3.93B
AUM Growth
+$634M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$24.3M
3 +$10.6M
4
WAFD icon
WaFd
WAFD
+$8.82M
5
NMRK icon
Newmark Group
NMRK
+$7.66M

Top Sells

1 +$40.9M
2 +$5.95M
3 +$3.11M
4
KLAC icon
KLA
KLAC
+$1.5M
5
SILC icon
Silicom
SILC
+$1.43M

Sector Composition

1 Financials 20.31%
2 Industrials 17.56%
3 Consumer Discretionary 14.64%
4 Technology 14.54%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$110K ﹤0.01%
4,763
327
$106K ﹤0.01%
1,688
328
$97.9K ﹤0.01%
+3,721
329
$55.4K ﹤0.01%
645
330
$38.1K ﹤0.01%
4,620
331
$27.7K ﹤0.01%
+26,590
332
$7.3K ﹤0.01%
36
-95
333
$6.87K ﹤0.01%
231
334
$2.72K ﹤0.01%
17
-13
335
$1.97K ﹤0.01%
26
-65
336
$1.94K ﹤0.01%
30
-19,989
337
-6