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
$4.14B
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$14.4M
3
+$13.8M
4
CMA
Comerica
CMA
+$11.7M
5
HLX icon
Helix Energy Solutions
HLX
+$10.6M

Top Sells

1
+$21.4M
2
+$19.9M
3
+$17.5M
4
TEX icon
Terex
TEX
+$14.7M
5
TRTN
Triton International Limited
TRTN
+$14.6M

Sector Composition

1 Financials 19.24%
2 Industrials 15.43%
3 Consumer Discretionary 12.42%
4 Technology 11.95%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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