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
501
$1.53M 0.02%
40,583
-15,510
502
$1.53M 0.02%
180,105
-56,600
503
$1.52M 0.02%
17,925
+2,171
504
$1.51M 0.02%
+110,970
505
$1.5M 0.02%
79,122
-13,420
506
$1.5M 0.02%
62,570
-11,535
507
$1.48M 0.02%
300,515
-33,415
508
$1.48M 0.02%
+96,640
509
$1.47M 0.02%
328,030
-38,165
510
$1.47M 0.02%
58,445
-16,705
511
$1.47M 0.02%
135,597
-16,040
512
$1.45M 0.02%
36,300
-3,960
513
$1.45M 0.02%
50,520
-7,310
514
$1.43M 0.02%
+70,995
515
$1.42M 0.02%
58,795
-26,445
516
$1.41M 0.02%
+62,580
517
$1.41M 0.02%
69,984
-7,635
518
$1.4M 0.02%
70,325
-7,700
519
$1.37M 0.02%
37,035
-9,955
520
$1.37M 0.02%
69,190
+14,060
521
$1.35M 0.02%
70,405
-7,815
522
$1.35M 0.02%
5,376
-597
523
$1.33M 0.02%
32,940
-11,600
524
$1.33M 0.02%
29,848
-3,135
525
$1.32M 0.02%
63,249
-2,518
19 20
21
22 23