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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
$5.41B
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$30M
3
+$26.6M
4
WWW icon
Wolverine World Wide
WWW
+$24.7M
5
CFG icon
Citizens Financial Group
CFG
+$22.2M

Top Sells

1
+$45.4M
2
+$38.4M
3
+$36.8M
4
VC icon
Visteon
VC
+$34.2M
5
PDCE
PDC Energy, Inc.
PDCE
+$33.1M

Sector Composition

1 Financials 21.45%
2 Industrials 14.87%
3 Technology 13.07%
4 Consumer Discretionary 10.01%
5 Real Estate 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-139,792
727
– –
-231,290
728
– –
-1,258,242
729
– –
-135,310
730
– –
-57,400
731
– –
-696,020
732
– –
-475,401
733
– –
-97,010
734
– –
-96,375
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