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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
$7.13B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$75.8M
3
+$65.8M
4
GT icon
Goodyear
GT
+$53.5M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$52.9M

Top Sells

1
+$104M
2
+$62.8M
3
+$57.6M
4
CE icon
Celanese
CE
+$57.4M
5
KEY icon
KeyCorp
KEY
+$57.1M

Sector Composition

1 Financials 20.52%
2 Industrials 12.14%
3 Technology 11.75%
4 Consumer Discretionary 10.15%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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-153,450
652
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653
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-315,893
654
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-742,459
655
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-111,085
656
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-139,510
657
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-286
658
– –
-86,602
659
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-306,491
660
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-29,131
661
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-63,430
662
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-185,962
663
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-51,890
664
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-270,795
665
– –
-87,100
666
– –
-30,797
667
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-45,465
668
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-194,190
669
– –
-737,560
670
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-62,535
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