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
551
$1.39M 0.02%
97,450
+21,850
552
$1.38M 0.02%
55,595
+50
553
$1.37M 0.02%
64,460
+10,689
554
$1.36M 0.02%
146,360
+50,315
555
$1.35M 0.02%
67,190
+5,965
556
$1.35M 0.02%
234,385
-335
557
$1.35M 0.02%
79,230
-195
558
$1.34M 0.02%
54,340
-520
559
$1.34M 0.02%
68,850
-2,445
560
$1.34M 0.02%
+37,970
561
$1.33M 0.02%
30,270
-250
562
$1.32M 0.02%
+16,720
563
$1.32M 0.02%
134,442
-32,365
564
$1.31M 0.02%
57,420
-335
565
$1.31M 0.02%
77,342
+15,690
566
$1.31M 0.02%
+85,035
567
$1.31M 0.02%
+105,100
568
$1.3M 0.02%
+239,507
569
$1.29M 0.02%
74,565
-9,575
570
$1.29M 0.02%
31,310
+60
571
$1.29M 0.02%
+16,432
572
$1.29M 0.02%
+70,615
573
$1.28M 0.02%
156,830
+190
574
$1.26M 0.02%
102,976
+12,010
575
$1.26M 0.02%
91,265
-130
21 22
23
24 25