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
476
$1.63M 0.02%
+72,160
477
$1.63M 0.02%
34,949
-3,550
478
$1.63M 0.02%
23,889
-2,540
479
$1.63M 0.02%
13,770
-4,045
480
$1.62M 0.02%
107,927
-11,738
481
$1.62M 0.02%
143,240
-9,210
482
$1.62M 0.02%
109,660
-12,045
483
$1.62M 0.02%
27,155
-3,175
484
$1.62M 0.02%
70,640
-7,855
485
$1.62M 0.02%
22,435
-1,110
486
$1.61M 0.02%
89,290
-9,605
487
$1.6M 0.02%
+105,725
488
$1.6M 0.02%
41,850
-4,550
489
$1.6M 0.02%
115,045
-11,020
490
$1.6M 0.02%
22,845
-2,425
491
$1.59M 0.02%
168,165
-17,855
492
$1.58M 0.02%
89,555
-4,905
493
$1.57M 0.02%
253,710
-27,025
494
$1.56M 0.02%
65,510
-11,380
495
$1.56M 0.02%
53,890
-5,775
496
$1.56M 0.02%
75,965
-8,185
497
$1.55M 0.02%
160,960
-14,245
498
$1.54M 0.02%
+58,070
499
$1.54M 0.02%
73,430
-7,480
500
$1.54M 0.02%
123,480
-60,930
18 19
20
21 22