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
476
$1.63M 0.03%
55,760
-2,185
477
$1.63M 0.03%
37,670
+2,420
478
$1.63M 0.03%
97,164
-7,730
479
$1.63M 0.03%
177,600
-46,790
480
$1.62M 0.03%
+36,415
481
$1.62M 0.03%
33,295
-1,010
482
$1.62M 0.03%
712,055
-1,030
483
$1.61M 0.03%
21,075
-125
484
$1.61M 0.03%
+29,187
485
$1.61M 0.03%
41,243
+15
486
$1.61M 0.03%
106,445
+22,980
487
$1.61M 0.03%
84,649
-966,537
488
$1.61M 0.03%
179,385
+31,990
489
$1.61M 0.03%
25,465
-3,845
490
$1.6M 0.03%
63,265
-4,170
491
$1.6M 0.03%
66,950
-1,695
492
$1.6M 0.03%
52,135
-165
493
$1.6M 0.03%
26,375
-140
494
$1.6M 0.03%
+28,034
495
$1.6M 0.03%
22,035
-110
496
$1.6M 0.03%
87,301
-90,755
497
$1.59M 0.03%
+65,075
498
$1.59M 0.03%
69,410
-100
499
$1.59M 0.03%
64,334
-45
500
$1.59M 0.03%
178,890
-130,075
18 19
20
21 22