SFM

Systematic Financial Management Portfolio holdings

AUM $3.75B
1-Year Est. Return 10.53%
This Quarter Est. Return
1 Year Est. Return
+10.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$7.05M
3
+$6.86M
4
SIMO icon
Silicon Motion
SIMO
+$6.26M
5
INMD icon
InMode
INMD
+$6.02M

Top Sells

1
+$26.4M
2
+$12.8M
3
+$7.54M
4
EME icon
Emcor
EME
+$6.61M
5
ANF icon
Abercrombie & Fitch
ANF
+$6.16M

Sector Composition

1 Financials 18.76%
2 Industrials 18.26%
3 Consumer Discretionary 16.23%
4 Technology 14.54%
5 Healthcare 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.2M 0.45%
71,111
-5,614
102
$15.1M 0.45%
1,932,154
+31,374
103
$14.9M 0.44%
1,602,532
+164,061
104
$14.7M 0.44%
304,550
+142,539
105
$14.6M 0.43%
472,929
+79,276
106
$14.5M 0.43%
1,545,814
-11,281
107
$13.8M 0.41%
133,945
-12,052
108
$13.7M 0.41%
1,047,664
+28,278
109
$13.6M 0.4%
516,655
-22,685
110
$13.5M 0.4%
750,976
-10,512
111
$13.2M 0.39%
579,413
-8,917
112
$13M 0.39%
518,563
-4,371
113
$12.9M 0.38%
172,018
-5,068
114
$12.8M 0.38%
376,991
+3,240
115
$12.6M 0.37%
723,697
+23,835
116
$11.9M 0.35%
109,489
-2,546
117
$11.6M 0.35%
154,015
+50,814
118
$11.2M 0.33%
619,912
-19,616
119
$11.1M 0.33%
255,165
+35,009
120
$10.8M 0.32%
300,063
-4,427
121
$10.6M 0.31%
191,547
-2,548
122
$10.6M 0.31%
475,167
+270,735
123
$10.5M 0.31%
97,294
+14,426
124
$10.5M 0.31%
113,075
-10,948
125
$10.2M 0.3%
236,304
-7,290
3 4
5
6 7