We are live on ! Find out more
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
$5B
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$36.3M
3
+$34.6M
4
VNTR
Venator Materials PLC
VNTR
+$30.6M
5
TRTN
Triton International Limited
TRTN
+$29.6M

Top Sells

1
+$47.4M
2
+$45M
3
+$45M
4
AEE icon
Ameren
AEE
+$41M
5
CUDA
Barracuda Networks, Inc.
CUDA
+$37.1M

Sector Composition

1 Financials 19.84%
2 Industrials 14.59%
3 Technology 12.07%
4 Consumer Discretionary 11.04%
5 Real Estate 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-7,800
652
– –
-54,390
653
– –
-63,455
654
– –
-88,510
655
– –
-7,970
656
– –
-25,138
657
– –
-111,190
658
– –
-53,395
659
– –
-179,045
660
– –
-268,278
661
– –
-6
662
– –
-172,245
663
– –
-36,810
664
– –
-59,330
665
– –
-75,452
666
– –
-1,444
667
– –
-6,555
668
– –
-14,901
669
– –
-49,082
670
– –
-85,330
671
– –
-16
672
– –
-14,075
673
– –
-41,858
674
– –
-32,975
675
– –
-36,965
24 25 26
27
28