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
$5.65B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.9M
3
+$42.5M
4
UNM icon
Unum
UNM
+$41.2M
5
CUDA
Barracuda Networks, Inc.
CUDA
+$40.3M

Top Sells

1
+$74.4M
2
+$51.8M
3
+$48.1M
4
MGM icon
MGM Resorts International
MGM
+$47.5M
5
KBH icon
KB Home
KBH
+$45.5M

Sector Composition

1 Financials 20.66%
2 Industrials 13.96%
3 Technology 13.01%
4 Consumer Discretionary 8.86%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.92M 0.03%
30,275
-1,850
352
$1.91M 0.03%
62,795
-8,175
353
$1.91M 0.03%
29,610
-2,050
354
$1.91M 0.03%
+158,910
355
$1.91M 0.03%
99,220
-1,755
356
$1.9M 0.03%
31,700
-945
357
$1.89M 0.03%
134,892
+31,824
358
$1.88M 0.03%
92,990
-1,630
359
$1.88M 0.03%
123,340
-2,145
360
$1.87M 0.03%
+281,854
361
$1.87M 0.03%
25,365
-195
362
$1.86M 0.03%
26,410
-4,755
363
$1.86M 0.03%
19,844
-950
364
$1.86M 0.03%
80,570
-4,830
365
$1.86M 0.03%
41,130
-6,580
366
$1.86M 0.03%
55,775
-345
367
$1.86M 0.03%
23,084
-135
368
$1.85M 0.03%
20,614
-2,160
369
$1.85M 0.03%
+76,290
370
$1.85M 0.03%
60,400
+10,240
371
$1.85M 0.03%
90,715
-1,610
372
$1.85M 0.03%
40,875
-3,190
373
$1.85M 0.03%
36,125
-6,300
374
$1.84M 0.03%
31,920
-2,880
375
$1.84M 0.03%
120,125
-674,302
13 14
15
16 17