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
376
$1.84M 0.03%
65,635
-13,375
377
$1.84M 0.03%
90,501
+85
378
$1.84M 0.03%
+36,425
379
$1.84M 0.03%
41,770
+8,390
380
$1.84M 0.03%
39,275
+6,065
381
$1.84M 0.03%
21,589
+1,660
382
$1.83M 0.03%
+290,160
383
$1.83M 0.03%
47,430
-840
384
$1.83M 0.03%
27,959
-200
385
$1.83M 0.03%
19,590
-9,105
386
$1.82M 0.03%
21,669
-34,495
387
$1.82M 0.03%
+22,310
388
$1.82M 0.03%
+89,695
389
$1.81M 0.03%
+169,260
390
$1.81M 0.03%
114,670
+25,295
391
$1.81M 0.03%
42,020
-6,075
392
$1.8M 0.03%
+29,565
393
$1.8M 0.03%
+26,740
394
$1.8M 0.03%
+63,540
395
$1.79M 0.03%
44,190
-265
396
$1.79M 0.03%
171,490
-2,980
397
$1.79M 0.03%
32,170
+30
398
$1.78M 0.03%
65,710
-90
399
$1.77M 0.03%
28,625
-140
400
$1.77M 0.03%
26,115
-980
14 15
16
17 18