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
$4.93B
AUM Growth
-$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$34.8M
3
+$27.5M
4
BURL icon
Burlington
BURL
+$26.1M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$24.4M

Top Sells

1
+$48.9M
2
+$45M
3
+$32.5M
4
NWL icon
Newell Brands
NWL
+$27.2M
5
OSK icon
Oshkosh
OSK
+$25.2M

Sector Composition

1 Financials 20.41%
2 Industrials 14.01%
3 Technology 13.04%
4 Consumer Discretionary 11.46%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.39M 0.03%
49,082
-13,446
477
$1.38M 0.03%
177,121
-11,006
478
$1.38M 0.03%
33,760
-4,220
479
$1.36M 0.03%
21,159
-1,311
480
$1.35M 0.03%
35,895
-7,390
481
$1.35M 0.03%
62,990
-6,665
482
$1.35M 0.03%
542,635
-30,815
483
$1.34M 0.03%
515,687
+87,985
484
$1.34M 0.03%
126,325
-75,180
485
$1.33M 0.03%
572,790
+102,010
486
$1.33M 0.03%
24,995
-1,310
487
$1.33M 0.03%
+57,000
488
$1.33M 0.03%
155,505
+6,020
489
$1.33M 0.03%
32,257
-161,173
490
$1.32M 0.03%
41,815
-145,320
491
$1.32M 0.03%
+17,025
492
$1.31M 0.03%
37,135
-7,720
493
$1.31M 0.03%
+47,723
494
$1.31M 0.03%
11,195
-2,505
495
$1.3M 0.03%
+177,185
496
$1.3M 0.03%
49,630
-2,720
497
$1.29M 0.03%
1,506
+302
498
$1.28M 0.03%
27,640
-1,040
499
$1.28M 0.03%
29,635
-10,435
500
$1.27M 0.03%
65,195
-19,160
18 19
20
21 22