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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
$11.7B
AUM Growth
-$975M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$93.8M
3
+$90.9M
4
ETFC
E*Trade Financial Corporation
ETFC
+$80.9M
5
LVLT
Level 3 Communications Inc
LVLT
+$71.4M

Top Sells

1
+$114M
2
+$92.7M
3
+$91.2M
4
BAH icon
Booz Allen Hamilton
BAH
+$85.7M
5
AVNS icon
Avanos Medical
AVNS
+$77.9M

Sector Composition

1 Financials 19.5%
2 Industrials 13.67%
3 Consumer Discretionary 11.05%
4 Healthcare 8.96%
5 Technology 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-152,523
777
– –
-66,705
778
– –
-1,703,375
779
– –
-69,320
780
– –
-139,810
781
– –
-227,190
782
– –
-65,926
783
– –
-1,582,496
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