SFM

Systematic Financial Management Portfolio holdings

AUM $4.36B
1-Year Est. Return 40.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.99B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$63.7M
3
+$53M
4
FSLR icon
First Solar
FSLR
+$49.3M
5
AMAT icon
Applied Materials
AMAT
+$49.1M

Top Sells

1
+$141M
2
+$109M
3
+$99.2M
4
DTE icon
DTE Energy
DTE
+$99M
5
LHX icon
L3Harris
LHX
+$94.9M

Sector Composition

1 Financials 18.48%
2 Industrials 13.72%
3 Technology 10.41%
4 Healthcare 9.5%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
50
577
$2K ﹤0.01%
30
578
$1K ﹤0.01%
50
579
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-27,684
580
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-474,159
581
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-44,970
582
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-56,600
583
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-108,800
584
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-182,140
585
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-142,430
586
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-199,630
587
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-72,935
588
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-17,215
589
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-195,409
590
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-172,606
591
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-337,588
592
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-72,110
593
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-1,613,259
594
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-69,420
595
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-22,620
596
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-59,315
597
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-51,001
598
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-64,685
599
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-121,579
600
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-54,941
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