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
426
$1.72M 0.03%
38,755
-685
427
$1.72M 0.03%
+47,671
428
$1.72M 0.03%
+75,160
429
$1.71M 0.03%
93,295
+15,005
430
$1.71M 0.03%
76,500
-156,420
431
$1.71M 0.03%
21,432
-885
432
$1.71M 0.03%
31,655
-560
433
$1.71M 0.03%
81,540
-7,665
434
$1.71M 0.03%
31,525
-560
435
$1.7M 0.03%
49,260
-1,885
436
$1.7M 0.03%
21,475
-130
437
$1.7M 0.03%
+103,640
438
$1.7M 0.03%
40,960
-65,120
439
$1.7M 0.03%
75,335
-81,105
440
$1.7M 0.03%
32,090
-760
441
$1.7M 0.03%
21,525
-2,003
442
$1.69M 0.03%
44,310
+260
443
$1.69M 0.03%
+28,290
444
$1.69M 0.03%
148,637
-2,662
445
$1.68M 0.03%
38,635
+45
446
$1.68M 0.03%
+35,535
447
$1.68M 0.03%
28,360
-15
448
$1.68M 0.03%
132,455
-11,700
449
$1.68M 0.03%
113,485
+15,730
450
$1.68M 0.03%
+141,930
16 17
18
19 20