SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$871M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$86.2M
3
+$76.2M
4
SLG icon
SL Green Realty
SLG
+$73.1M
5
AVNS icon
Avanos Medical
AVNS
+$69.4M

Top Sells

1
+$113M
2
+$109M
3
+$100M
4
TAP icon
Molson Coors Class B
TAP
+$81.8M
5
PBI icon
Pitney Bowes
PBI
+$75.5M

Sector Composition

1 Financials 19.84%
2 Industrials 11.84%
3 Consumer Discretionary 11.4%
4 Healthcare 11.36%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.45M 0.02%
119,340
+7,475
477
$2.45M 0.02%
+42,110
478
$2.44M 0.02%
305,191
+24,740
479
$2.44M 0.02%
867,205
+33,560
480
$2.43M 0.02%
181,682
+9,540
481
$2.43M 0.02%
37,905
-3,110
482
$2.43M 0.02%
+246,055
483
$2.42M 0.02%
126,520
-8,745
484
$2.42M 0.02%
50,495
+1,585
485
$2.42M 0.02%
63,100
+3,650
486
$2.42M 0.02%
+48,050
487
$2.42M 0.02%
47,395
+1,270
488
$2.42M 0.02%
33,370
+450
489
$2.42M 0.02%
+541,110
490
$2.4M 0.02%
+138,610
491
$2.4M 0.02%
139,810
+7,720
492
$2.4M 0.02%
587,470
+46,925
493
$2.4M 0.02%
31,935
+295
494
$2.39M 0.02%
151,625
+8,725
495
$2.39M 0.02%
68,155
+4,125
496
$2.39M 0.02%
43,080
+2,500
497
$2.39M 0.02%
76,870
+3,245
498
$2.39M 0.02%
125,405
-7,420
499
$2.38M 0.02%
32,925
-29,510
500
$2.38M 0.02%
56,216
+3,400
18 19
20
21 22