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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
$9.42B
AUM Growth
-$2.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$79.3M
3
+$68.5M
4
SNDK
SANDISK CORP
SNDK
+$62.2M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$61.1M

Top Sells

1
+$112M
2
+$103M
3
+$97.1M
4
ATO icon
Atmos Energy
ATO
+$94.8M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$94.3M

Sector Composition

1 Financials 19.7%
2 Industrials 14.62%
3 Consumer Discretionary 12.07%
4 Technology 9.23%
5 Healthcare 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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703
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-106,469
704
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705
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-243,330
706
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707
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-106,301
708
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-128,653
709
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-112,734
710
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-50,885
711
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712
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-155,651
713
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-121,515
714
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715
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716
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-52,503
717
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-179,875
718
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-110,765
719
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-809,747
720
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-2,677,510
721
– –
-188,085
722
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-52,277
723
– –
-678,115
724
– –
-108
725
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-88,710
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