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
$11.7B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1 +$242M
2 +$184M
3 +$174M
4
NRG icon
NRG Energy
NRG
+$164M
5
NXPI icon
NXP Semiconductors
NXPI
+$163M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.58%
2 Industrials 12.86%
3 Consumer Discretionary 11.43%
4 Technology 9.96%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$72K ﹤0.01%
+800
627
$65K ﹤0.01%
+1,640
628
$6K ﹤0.01%
+216
629
$4K ﹤0.01%
+100