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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
$13.6B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$122M
3
+$122M
4
WY icon
Weyerhaeuser
WY
+$108M
5
HBI
Hanesbrands
HBI
+$101M

Top Sells

1
+$115M
2
+$113M
3
+$104M
4
SWKS icon
Skyworks Solutions
SWKS
+$103M
5
EME icon
Emcor
EME
+$97.3M

Sector Composition

1 Financials 19.61%
2 Industrials 13.24%
3 Consumer Discretionary 10.69%
4 Technology 8.95%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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-746,081
730
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731
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-143,211
732
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-20,000
733
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734
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735
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-67,828
736
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-171,580
737
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738
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739
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740
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741
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742
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743
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744
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745
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-814,904
746
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747
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-609,300
748
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749
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-44,855
750
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-19,225
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