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
$3.93B
AUM Growth
+$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$5.61M
4
IART icon
Integra LifeSciences
IART
+$5.43M
5
SIMO icon
Silicon Motion
SIMO
+$5.32M

Top Sells

1
+$15.2M
2
+$14.5M
3
+$9.07M
4
ICFI icon
ICF International
ICFI
+$5.92M
5
FIX icon
Comfort Systems
FIX
+$5.12M

Sector Composition

1 Financials 21.42%
2 Industrials 17.46%
3 Consumer Discretionary 14.36%
4 Technology 14.12%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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340
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