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
$4.93B
AUM Growth
-$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$34.8M
3
+$27.5M
4
BURL icon
Burlington
BURL
+$26.1M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$24.4M

Top Sells

1
+$48.9M
2
+$45M
3
+$32.5M
4
NWL icon
Newell Brands
NWL
+$27.2M
5
OSK icon
Oshkosh
OSK
+$25.2M

Sector Composition

1 Financials 20.41%
2 Industrials 14.01%
3 Technology 13.04%
4 Consumer Discretionary 11.46%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$22K ﹤0.01%
734
-166,949
627
$1K ﹤0.01%
36
-633,643
628
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-38,175
629
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630
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-39,950
631
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-276,995
632
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633
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-25,732
634
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-166,315
635
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-21,798
636
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-58,920
637
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-1,107,928
638
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639
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-35,755
640
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-1,771,843
641
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642
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643
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644
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645
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-9,475
646
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-127,135
647
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-34,500
648
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-46,289
649
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-663,982
650
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-26,495
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