SFM

Systematic Financial Management Portfolio holdings

AUM $4.11B
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
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
176
$1.78M 0.05%
22,395
+875
177
$1.78M 0.05%
19,230
+750
178
$1.77M 0.05%
7,777
+300
179
$1.73M 0.05%
25,744
-19,771
180
$1.72M 0.05%
19,120
+550
181
$1.72M 0.05%
78,005
-15,135
182
$1.67M 0.05%
23,265
+900
183
$1.61M 0.05%
11,424
+452
184
$1.47M 0.04%
3,920
185
$1.44M 0.04%
9,300
186
$1.31M 0.04%
11,675
+450
187
$1.26M 0.04%
13,500
188
$1.22M 0.04%
5,000
189
$1.2M 0.04%
50,616
-317,293
190
$1.16M 0.03%
26,910
+1,275
191
$1.09M 0.03%
7,410
192
$1.09M 0.03%
85,445
+3,100
193
$1.06M 0.03%
30,600
194
$1.03M 0.03%
6,075
195
$1M 0.03%
294,580
+192,025
196
$796K 0.02%
7,300
197
$755K 0.02%
72,000
+2,800
198
$728K 0.02%
9,300
199
$712K 0.02%
4,600
200
$706K 0.02%
4,507
6 7
8
9 10