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
$3.37B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.05M
3
+$6.86M
4
SIMO icon
Silicon Motion
SIMO
+$6.26M
5
INMD icon
InMode
INMD
+$6.02M

Top Sells

1
+$26.4M
2
+$12.8M
3
+$7.54M
4
EME icon
Emcor
EME
+$6.61M
5
ANF icon
Abercrombie & Fitch
ANF
+$6.16M

Sector Composition

1 Financials 18.76%
2 Industrials 18.26%
3 Consumer Discretionary 16.23%
4 Technology 14.54%
5 Healthcare 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.9M 0.74%
698,223
-45,659
52
$24.5M 0.73%
920,067
-12,404
53
$24.4M 0.72%
198,228
-7,546
54
$23.6M 0.7%
536,982
+31,833
55
$23.5M 0.7%
173,940
-2,556
56
$23.4M 0.7%
999,448
+14,025
57
$23.3M 0.69%
795,312
-13,036
58
$23.2M 0.69%
2,340,612
-48,641
59
$23.1M 0.69%
120,810
-2,413
60
$22.9M 0.68%
183,472
-452
61
$22.8M 0.68%
237,467
-4,231
62
$22.3M 0.66%
601,676
+8,920
63
$22.2M 0.66%
204,810
-944
64
$22.1M 0.66%
407,585
-5,294
65
$22.1M 0.66%
595,481
-25,067
66
$21.9M 0.65%
120,649
+3,226
67
$21.7M 0.64%
875,112
-7,161
68
$21.4M 0.64%
945,670
-10,955
69
$21.3M 0.63%
1,440,465
-34,719
70
$21M 0.62%
1,696,189
+432,375
71
$20.9M 0.62%
187,188
-35,532
72
$20.8M 0.62%
496,508
-8,945
73
$20.7M 0.61%
492,943
-50,009
74
$20.5M 0.61%
555,487
-7,155
75
$19.5M 0.58%
1,148,783
+101,119
1 2
3
4 5