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
$12.6B
AUM Growth
+$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$127M
3
+$116M
4
HBAN icon
Huntington Bancshares
HBAN
+$110M
5
AEE icon
Ameren
AEE
+$91.6M

Top Sells

1
+$145M
2
+$126M
3
+$111M
4
CXW icon
CoreCivic
CXW
+$93.3M
5
ANF icon
Abercrombie & Fitch
ANF
+$89.4M

Sector Composition

1 Financials 18.52%
2 Industrials 13.67%
3 Consumer Discretionary 11.64%
4 Technology 10.04%
5 Energy 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-66,550
702
– –
-480,164
703
– –
-272,575
704
– –
-21,440
705
– –
-73,904
706
– –
-1,005,225
707
– –
-11,301
708
– –
-58,425
709
– –
-525,906
710
– –
-90,036
711
– –
-559,748
712
– –
-196,596
713
– –
-34,596
714
– –
-1,159,491
715
– –
-411,925
716
– –
-238,475
717
– –
-383,725
718
– –
-70,304
719
– –
-44,215
720
– –
-54,231
721
– –
-108,338
722
– –
-1,626,892
723
– –
-66,692
724
– –
-18,509
725
– –
-128,850
27 28
29
30 31