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
$2.57B
AUM Growth
-$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$6.62M
3
+$6.57M
4
TBCH
Turtle Beach Corp
TBCH
+$4.43M
5
VC icon
Visteon
VC
+$3.77M

Top Sells

1
+$13.9M
2
+$6.27M
3
+$5.78M
4
CHCT
Community Healthcare Trust
CHCT
+$5.69M
5
INTC icon
Intel
INTC
+$5.53M

Sector Composition

1 Financials 20.39%
2 Industrials 16.08%
3 Technology 12.37%
4 Consumer Discretionary 12.31%
5 Real Estate 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
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