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
26
$45M 0.8%
1,831,909
+1,732,434
27
$43M 0.76%
1,208,950
+503,160
28
$43M 0.76%
640,094
-444,676
29
$42M 0.74%
1,270,224
-283,558
30
$41.4M 0.73%
1,433,352
+26,136
31
$40.3M 0.71%
+1,745,611
32
$40.1M 0.71%
735,478
+386,309
33
$38.6M 0.68%
560,460
+269,563
34
$38.5M 0.68%
816,815
-9,688
35
$38.4M 0.68%
1,573,794
+1,340,506
36
$38M 0.67%
2,663,421
+804,239
37
$37.6M 0.67%
434,174
+66,312
38
$37M 0.65%
534,334
-46,570
39
$36.9M 0.65%
+1,977,439
40
$35.3M 0.62%
2,235,180
-44,260
41
$34.6M 0.61%
1,810,577
+1,733,742
42
$33.8M 0.6%
762,893
-239,190
43
$33.1M 0.59%
530,883
+59,999
44
$33.1M 0.59%
596,449
-6,374
45
$32.8M 0.58%
1,278,116
-886,222
46
$32.7M 0.58%
413,470
+172,060
47
$32.5M 0.58%
+941,262
48
$32.5M 0.58%
1,828,929
-621,655
49
$31.9M 0.56%
1,492,017
+1,177,792
50
$31.8M 0.56%
532,874
+190,576
1
2
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