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
$5.65B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.9M
3
+$42.5M
4
UNM icon
Unum
UNM
+$41.2M
5
CUDA
Barracuda Networks, Inc.
CUDA
+$40.3M

Top Sells

1
+$74.4M
2
+$51.8M
3
+$48.1M
4
MGM icon
MGM Resorts International
MGM
+$47.5M
5
KBH icon
KB Home
KBH
+$45.5M

Sector Composition

1 Financials 20.66%
2 Industrials 13.96%
3 Technology 13.01%
4 Consumer Discretionary 8.86%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.4M 0.56%
1,306,178
+164,226
52
$30.5M 0.54%
475,401
+332,137
53
$30.4M 0.54%
763,233
-1,298,469
54
$30.4M 0.54%
147,707
-90,977
55
$29.7M 0.53%
571,495
+530,130
56
$29.6M 0.52%
509,293
-13,573
57
$28.9M 0.51%
691,419
+119,685
58
$28.7M 0.51%
354,371
-10,210
59
$28.3M 0.5%
412,646
+296,941
60
$28M 0.5%
593,862
-50,241
61
$27.5M 0.49%
81,873
-3,085
62
$27.4M 0.48%
455,140
-97,600
63
$26.8M 0.47%
816,293
+181,264
64
$26.4M 0.47%
+508,979
65
$25.8M 0.46%
+319,811
66
$25.3M 0.45%
1,568,526
-373,705
67
$24.6M 0.44%
495,752
-310,990
68
$24.5M 0.43%
3,977,426
-406,369
69
$23.7M 0.42%
404,091
+14,723
70
$23.4M 0.41%
485,740
-252,100
71
$23.4M 0.41%
836,899
+539,975
72
$23.3M 0.41%
981,871
-37,094
73
$22.7M 0.4%
626,971
-81,961
74
$22.5M 0.4%
525,762
-41,428
75
$22.4M 0.4%
1,399,394
-65,781
1 2
3
4 5