SFM

Systematic Financial Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$75.8M
3
+$62.7M
4
GT icon
Goodyear
GT
+$59.4M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$53.8M

Top Sells

1
+$95.2M
2
+$61.1M
3
+$59.1M
4
KEY icon
KeyCorp
KEY
+$58.1M
5
CE icon
Celanese
CE
+$57.4M

Sector Composition

1 Financials 20.52%
2 Industrials 12.11%
3 Technology 11.72%
4 Consumer Discretionary 10.15%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.5M 0.55%
592,449
-21,584
52
$38.9M 0.55%
966,676
-1,468,058
53
$38.6M 0.54%
568,749
+172,258
54
$37.8M 0.53%
3,829,032
-445,824
55
$37.4M 0.52%
611,384
-111,887
56
$37M 0.52%
339,878
-360,207
57
$36.9M 0.52%
+1,241,012
58
$36.6M 0.51%
2,859,166
-1,603,851
59
$36.1M 0.51%
2,972,690
+2,805,465
60
$36M 0.51%
+498,828
61
$35.9M 0.5%
812,901
+459,286
62
$35.7M 0.5%
736,459
+90,591
63
$35.5M 0.5%
1,341,978
+1,143,414
64
$34M 0.48%
706,082
+509,006
65
$33.9M 0.48%
1,423,784
-1,331,535
66
$33.6M 0.47%
548,876
-511,080
67
$32.8M 0.46%
706,594
-2,051,541
68
$32.4M 0.45%
+1,789,481
69
$32.2M 0.45%
376,425
-225,045
70
$29.3M 0.41%
+517,695
71
$27.7M 0.39%
+492,901
72
$27.6M 0.39%
584,098
-20,790
73
$26.8M 0.38%
2,181,383
-77,773
74
$26.6M 0.37%
462,359
+31,727
75
$26.4M 0.37%
1,479,203
-90,367
1 2
3
4 5