SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
-$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$34.8M
3
+$27.5M
4
BURL icon
Burlington
BURL
+$26.1M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$24.4M

Top Sells

1
+$48.9M
2
+$45M
3
+$32.5M
4
NWL icon
Newell Brands
NWL
+$27.2M
5
OSK icon
Oshkosh
OSK
+$25.2M

Sector Composition

1 Financials 20.41%
2 Industrials 14.01%
3 Technology 13.04%
4 Consumer Discretionary 11.46%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.63M 0.03%
51,910
-1,950
352
$1.63M 0.03%
+85,330
353
$1.63M 0.03%
27,388
-10,300
354
$1.63M 0.03%
18,992
-1,417
355
$1.62M 0.03%
29,050
-1,710
356
$1.62M 0.03%
40,422
-2,170
357
$1.62M 0.03%
57,595
-19,210
358
$1.62M 0.03%
13,746
-59,385
359
$1.62M 0.03%
+112,960
360
$1.62M 0.03%
45,400
-44,045
361
$1.62M 0.03%
28,905
+420
362
$1.62M 0.03%
+25,070
363
$1.62M 0.03%
225,955
-108,645
364
$1.61M 0.03%
36,530
-8,815
365
$1.61M 0.03%
71,621
-34,590
366
$1.61M 0.03%
11,535
-2,470
367
$1.61M 0.03%
36,810
-4,630
368
$1.61M 0.03%
85,360
-4,475
369
$1.6M 0.03%
54,390
-6,060
370
$1.6M 0.03%
+50,925
371
$1.6M 0.03%
40,480
-16,740
372
$1.6M 0.03%
+93,050
373
$1.59M 0.03%
84,325
-4,500
374
$1.59M 0.03%
+10,205
375
$1.59M 0.03%
167,560
-1,495
13 14
15
16 17