SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$871M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$86.2M
3
+$76.2M
4
SLG icon
SL Green Realty
SLG
+$73.1M
5
AVNS icon
Avanos Medical
AVNS
+$69.4M

Top Sells

1
+$113M
2
+$109M
3
+$100M
4
TAP icon
Molson Coors Class B
TAP
+$81.8M
5
PBI icon
Pitney Bowes
PBI
+$75.5M

Sector Composition

1 Financials 19.84%
2 Industrials 11.94%
3 Consumer Discretionary 11.4%
4 Healthcare 11.36%
5 Technology 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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728
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729
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730
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739
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740
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741
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745
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748
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-95,825
749
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750
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