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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
$12.7B
AUM Growth
-$871M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$79M
3
+$74.4M
4
SLG icon
SL Green Realty
SLG
+$72.8M
5
AMAT icon
Applied Materials
AMAT
+$70.1M

Top Sells

1
+$113M
2
+$105M
3
+$100M
4
TAP icon
Molson Coors Class B
TAP
+$82.8M
5
AA icon
Alcoa
AA
+$75.9M

Sector Composition

1 Financials 19.84%
2 Industrials 11.96%
3 Consumer Discretionary 11.4%
4 Healthcare 11.36%
5 Technology 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
216
652
$5K ﹤0.01%
135
653
$2K ﹤0.01%
130
-537,379
654
$2K ﹤0.01%
100
-88
655
$2K ﹤0.01%
125
-498,664
656
$2K ﹤0.01%
30
-215,889
657
$1K ﹤0.01%
110
-151,125
658
$1K ﹤0.01%
35
-220
659
– –
-80,330
660
– –
-68,011
661
– –
-17,640
662
– –
-347,552
663
– –
-173,755
664
– –
-185,011
665
– –
-140
666
– –
-48
667
– –
-473,510
668
– –
-5,401
669
– –
-25,920
670
– –
-32,970
671
– –
-555,075
672
– –
-65,196
673
– –
-346,429
674
– –
-339,822
675
– –
-97
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