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
351
$1.86M 0.03%
51,230
+2,440
352
$1.86M 0.03%
88,860
-17,135
353
$1.85M 0.03%
46,495
-6,975
354
$1.85M 0.03%
146,610
+735
355
$1.85M 0.03%
41,780
+4,285
356
$1.85M 0.03%
69,895
-34,960
357
$1.85M 0.03%
86,030
-32,000
358
$1.85M 0.03%
49,775
-9,405
359
$1.84M 0.03%
35,140
-3,565
360
$1.84M 0.03%
159,495
+29,065
361
$1.84M 0.03%
49,931
+7,010
362
$1.84M 0.03%
+46,265
363
$1.84M 0.03%
113,450
-190,555
364
$1.84M 0.03%
126,940
-22,425
365
$1.83M 0.03%
65,570
-10,825
366
$1.83M 0.03%
+566,735
367
$1.83M 0.03%
+368,960
368
$1.83M 0.03%
+72,505
369
$1.83M 0.03%
18,965
-3,250
370
$1.83M 0.03%
+71,885
371
$1.82M 0.03%
31,020
-5,970
372
$1.82M 0.03%
80,420
+4,940
373
$1.82M 0.03%
49,900
+2,015
374
$1.82M 0.03%
40,914
+2,985
375
$1.82M 0.03%
60,345
-15,995
13 14
15
16 17