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
501
$1.58M 0.03%
+482,810
502
$1.58M 0.03%
111,232
-285
503
$1.58M 0.03%
84,040
-2,205
504
$1.58M 0.03%
63,251
+11,285
505
$1.58M 0.03%
38,045
-5,175
506
$1.57M 0.03%
45,505
-3,325
507
$1.57M 0.03%
88,805
-20,055
508
$1.57M 0.03%
93,855
-2,785
509
$1.57M 0.03%
+31,655
510
$1.57M 0.03%
176,565
+28,630
511
$1.56M 0.03%
91,390
-14,105
512
$1.56M 0.03%
57,400
-13,345
513
$1.55M 0.03%
94,720
+7,595
514
$1.55M 0.03%
+19,230
515
$1.54M 0.03%
11,410
-2,320
516
$1.54M 0.03%
63,765
-19,250
517
$1.54M 0.03%
+25,705
518
$1.54M 0.03%
42,995
-6,704
519
$1.53M 0.03%
62,080
-5,650
520
$1.53M 0.03%
+57,570
521
$1.52M 0.03%
+598,135
522
$1.52M 0.03%
+92,974
523
$1.52M 0.03%
43,550
-6,950
524
$1.52M 0.03%
20,027
+880
525
$1.52M 0.03%
+1,277
19 20
21
22 23