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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
$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
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679
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682
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683
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690
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691
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-20,105
692
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-18,875
693
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695
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