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
401
$1.77M 0.02%
73,060
-17,745
402
$1.77M 0.02%
+59,220
403
$1.77M 0.02%
69,190
+380
404
$1.77M 0.02%
+93,695
405
$1.77M 0.02%
81,850
-682,130
406
$1.76M 0.02%
37,710
-4,090
407
$1.76M 0.02%
85,670
+33,060
408
$1.76M 0.02%
+29,560
409
$1.76M 0.02%
+14,635
410
$1.76M 0.02%
85,743
+27,405
411
$1.76M 0.02%
13,895
-3,440
412
$1.75M 0.02%
35,565
+1,850
413
$1.75M 0.02%
27,835
-2,825
414
$1.75M 0.02%
49,915
-5,300
415
$1.75M 0.02%
80,715
-9,500
416
$1.75M 0.02%
+59,340
417
$1.75M 0.02%
108,313
+21,270
418
$1.75M 0.02%
27,862
-3,100
419
$1.75M 0.02%
29,499
+3,050
420
$1.75M 0.02%
+39,120
421
$1.74M 0.02%
13,185
-1,455
422
$1.74M 0.02%
12,335
-1,255
423
$1.74M 0.02%
+37,765
424
$1.73M 0.02%
22,412
-5,670
425
$1.73M 0.02%
138,109
-2,654,681
15 16
17
18 19