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
$7.34B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1 +$90.8M
2 +$71.1M
3 +$50.7M
4
AA icon
Alcoa
AA
+$46M
5
QRVO icon
Qorvo
QRVO
+$44.6M

Top Sells

1 +$79.3M
2 +$66.8M
3 +$65.6M
4
GPN icon
Global Payments
GPN
+$61.3M
5
MGM icon
MGM Resorts International
MGM
+$55.9M

Sector Composition

1 Financials 17.31%
2 Industrials 12.78%
3 Technology 10.13%
4 Healthcare 9.63%
5 Energy 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-580,245