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
$5.65B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$46.9M
3
+$42.5M
4
UNM icon
Unum
UNM
+$41.2M
5
CUDA
Barracuda Networks, Inc.
CUDA
+$40.3M

Top Sells

1
+$74.4M
2
+$51.8M
3
+$48.1M
4
MGM icon
MGM Resorts International
MGM
+$47.5M
5
KBH icon
KB Home
KBH
+$45.5M

Sector Composition

1 Financials 20.66%
2 Industrials 13.96%
3 Technology 13.01%
4 Consumer Discretionary 8.86%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.88M 0.16%
302,087
-40,313
177
$8.7M 0.15%
1,209,738
-794,220
178
$8.63M 0.15%
205,233
-879,528
179
$8.54M 0.15%
496,739
+12,676
180
$8.54M 0.15%
318,404
+250,424
181
$8.5M 0.15%
283,285
+21,050
182
$8.45M 0.15%
+257,155
183
$8.37M 0.15%
129,652
+51,352
184
$8.35M 0.15%
445,446
+155,430
185
$8.35M 0.15%
231,082
+109,282
186
$8.23M 0.15%
305,595
-3,155
187
$8.11M 0.14%
673,006
+134,638
188
$8.09M 0.14%
445,913
-39,607
189
$8.04M 0.14%
64,515
-84,401
190
$7.95M 0.14%
250,080
-4,107
191
$7.94M 0.14%
86,495
-1,012
192
$7.92M 0.14%
130,555
-148,653
193
$7.89M 0.14%
171,266
-24,182
194
$7.78M 0.14%
448,661
-337,991
195
$7.74M 0.14%
403,662
-7,708
196
$7.72M 0.14%
+229,685
197
$7.71M 0.14%
329,666
-116,033
198
$7.67M 0.14%
155,634
-2,330
199
$7.54M 0.13%
367,700
+81,495
200
$7.51M 0.13%
108,337
-60,453
6 7
8
9 10