SFM

Systematic Financial Management Portfolio holdings

AUM $4.24B
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
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 +$222M
2 +$187M
3 +$172M
4
NRG icon
NRG Energy
NRG
+$165M
5
KRC icon
Kilroy Realty
KRC
+$162M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.58%
2 Industrials 13.37%
3 Consumer Discretionary 11.43%
4 Technology 9.48%
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