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
401
$1.76M 0.03%
38,400
+9,200
402
$1.76M 0.03%
46,475
-815
403
$1.76M 0.03%
25,365
-1,565
404
$1.76M 0.03%
43,005
-3,660
405
$1.76M 0.03%
48,560
+12,710
406
$1.76M 0.03%
43,265
-8,315
407
$1.75M 0.03%
104,795
-2,745
408
$1.75M 0.03%
56,170
-80
409
$1.75M 0.03%
+9,130
410
$1.75M 0.03%
74,855
-5,390
411
$1.75M 0.03%
+97,010
412
$1.75M 0.03%
41,145
-2,855
413
$1.74M 0.03%
45,750
-815
414
$1.74M 0.03%
+115,525
415
$1.74M 0.03%
32,107
-568
416
$1.74M 0.03%
+49,099
417
$1.74M 0.03%
83,902
-35,285
418
$1.74M 0.03%
+162,110
419
$1.73M 0.03%
15,263
-22
420
$1.73M 0.03%
44,089
+1,350
421
$1.73M 0.03%
73,515
-105
422
$1.73M 0.03%
103,155
-150
423
$1.72M 0.03%
69,540
-1,335
424
$1.72M 0.03%
+119,855
425
$1.72M 0.03%
+64,470
15 16
17
18 19