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
501
$2.38M 0.02%
41,180
+2,600
502
$2.38M 0.02%
30,464
-712
503
$2.38M 0.02%
52,274
-2,780
504
$2.37M 0.02%
+151,925
505
$2.37M 0.02%
24,940
-305
506
$2.37M 0.02%
51,579
+3,247
507
$2.37M 0.02%
+152,035
508
$2.37M 0.02%
48,272
-2,615
509
$2.36M 0.02%
+135,025
510
$2.36M 0.02%
88,750
+9,925
511
$2.36M 0.02%
142,760
-19,955
512
$2.36M 0.02%
110,314
+2,223
513
$2.35M 0.02%
97,815
+7,775
514
$2.34M 0.02%
75,498
+6,032
515
$2.34M 0.02%
102,430
+7,525
516
$2.34M 0.02%
74,388
+5,944
517
$2.33M 0.02%
91,902
+4,612
518
$2.33M 0.02%
+143,130
519
$2.33M 0.02%
96,125
+5,525
520
$2.32M 0.02%
279,545
+22,315
521
$2.32M 0.02%
+40,610
522
$2.32M 0.02%
56,655
+3,300
523
$2.32M 0.02%
79,022
+580
524
$2.32M 0.02%
97,795
+21,660
525
$2.32M 0.02%
55,230
+4,400
19 20
21
22 23