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
426
$1.73M 0.02%
22,070
-3,770
427
$1.73M 0.02%
73,050
+12,330
428
$1.73M 0.02%
34,950
-6,000
429
$1.73M 0.02%
+215,465
430
$1.73M 0.02%
21,598
-34,110
431
$1.72M 0.02%
+128,335
432
$1.72M 0.02%
22,845
+1,535
433
$1.72M 0.02%
80,166
+4,870
434
$1.72M 0.02%
172,070
-94,275
435
$1.72M 0.02%
41,103
-52,830
436
$1.72M 0.02%
168,022
+20,080
437
$1.72M 0.02%
24,520
-2,725
438
$1.72M 0.02%
+62,265
439
$1.71M 0.02%
83,974
-9,950
440
$1.71M 0.02%
69,795
-4,190
441
$1.71M 0.02%
+106,602
442
$1.7M 0.02%
63,360
+3,500
443
$1.7M 0.02%
89,570
+7,505
444
$1.7M 0.02%
142,887
-21,870
445
$1.7M 0.02%
19,192
-2,195
446
$1.7M 0.02%
46,905
-14,210
447
$1.7M 0.02%
36,305
-3,925
448
$1.7M 0.02%
56,696
-5,196
449
$1.7M 0.02%
43,154
-7,220
450
$1.69M 0.02%
67,590
-2,230
16 17
18
19 20