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
526
$1.29M 0.02%
+41,095
527
$1.28M 0.02%
56,290
-6,110
528
$1.27M 0.02%
34,085
-5,975
529
$1.27M 0.02%
56,900
-5,800
530
$1.27M 0.02%
+84,280
531
$1.26M 0.02%
67,610
-11,350
532
$1.26M 0.02%
41,875
-12,500
533
$1.24M 0.02%
34,750
-5,815
534
$1.23M 0.02%
39,455
-4,045
535
$1.23M 0.02%
61,787
-6,495
536
$1.23M 0.02%
155,662
-66,800
537
$1.22M 0.02%
91,436
-32,570
538
$1.2M 0.02%
87,135
-8,755
539
$1.2M 0.02%
53,903
-8,847
540
$1.19M 0.02%
79,314
-8,900
541
$1.18M 0.02%
71,455
-37,145
542
$1.17M 0.02%
102,935
-17,215
543
$1.15M 0.02%
9,900
544
$1.12M 0.02%
29,200
-979,249
545
$1.12M 0.02%
87,520
-33,885
546
$1.11M 0.02%
130,520
-14,215
547
$1.08M 0.02%
56,219
-6,130
548
$1.05M 0.01%
110,200
-47,700
549
$1.01M 0.01%
111,100
+26,245
550
$1M 0.01%
6,654
+20
20 21
22
23 24