SFM

Systematic Financial Management Portfolio holdings

AUM $4.24B
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
-$920M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$101M
2 +$101M
3 +$90.5M
4
X
US Steel
X
+$89.9M
5
AEO icon
American Eagle Outfitters
AEO
+$81.3M

Top Sells

1 +$119M
2 +$104M
3 +$90.7M
4
HAR
Harman International Industries
HAR
+$88.8M
5
GNW icon
Genworth Financial
GNW
+$73.8M

Sector Composition

1 Financials 18.59%
2 Industrials 13.59%
3 Consumer Discretionary 10.03%
4 Technology 9.48%
5 Healthcare 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-330,600
777
-199,461