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
551
$2.22M 0.02%
37,140
+2,985
552
$2.22M 0.02%
40,890
+3,465
553
$2.21M 0.02%
901,090
-1,805,851
554
$2.2M 0.02%
118,290
+3,835
555
$2.2M 0.02%
36,655
-2,060
556
$2.2M 0.02%
65,926
+19,180
557
$2.2M 0.02%
139,882
-41,215
558
$2.2M 0.02%
33,883
+2,710
559
$2.2M 0.02%
186,650
+13,950
560
$2.19M 0.02%
138,440
+40,835
561
$2.19M 0.02%
248,100
-377,150
562
$2.19M 0.02%
69,237
-23,048
563
$2.19M 0.02%
93,935
-4,985
564
$2.19M 0.02%
38,905
-1,175
565
$2.17M 0.02%
53,620
-7,355
566
$2.17M 0.02%
120,715
+7,415
567
$2.16M 0.02%
103,375
+8,275
568
$2.16M 0.02%
+114,795
569
$2.15M 0.02%
97,010
-1,775
570
$2.15M 0.02%
+110,815
571
$2.14M 0.02%
54,395
+3,400
572
$2.13M 0.02%
+64,545
573
$2.13M 0.02%
53,825
+540
574
$2.13M 0.02%
71,075
+1,940
575
$2.11M 0.02%
308,700
+24,650
21 22
23
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