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
376
$1.81M 0.03%
286,320
+85,705
377
$1.81M 0.03%
196,396
+3,555
378
$1.81M 0.03%
+28,100
379
$1.81M 0.03%
+65,185
380
$1.81M 0.03%
78,425
-10,995
381
$1.81M 0.03%
58,300
-6,440
382
$1.8M 0.03%
64,008
-45,565
383
$1.8M 0.03%
102,455
+31,145
384
$1.8M 0.03%
30,105
-3,345
385
$1.8M 0.03%
24,773
-5,810
386
$1.8M 0.03%
536,725
-54,770
387
$1.79M 0.03%
33,940
-3,760
388
$1.79M 0.03%
151,629
-17,438
389
$1.79M 0.03%
70,875
-8,045
390
$1.79M 0.03%
168,005
+6,470
391
$1.79M 0.03%
58,183
-14,005
392
$1.78M 0.03%
+92,210
393
$1.78M 0.03%
99,101
-25,700
394
$1.78M 0.03%
61,155
-6,690
395
$1.78M 0.03%
+85,625
396
$1.78M 0.03%
125,087
-13,550
397
$1.78M 0.03%
51,260
+2,150
398
$1.78M 0.02%
58,485
-4,905
399
$1.78M 0.02%
80,141
-20,045
400
$1.77M 0.02%
15,746
-2,234
14 15
16
17 18