<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>FFSM filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of FFSM compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>FFSM: filing for 2026-04-30 -- 22 added, 21 dropped, turnover 15.4%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>201 positions became 202: 22 added (5.9% of the fund), 21 dropped (4.18%). Turnover proxy 15.4%. Largest increases: LUMENTUM HOLDINGS INC 1.36% to 2.19%; IES HOLDINGS INC 1.23% to 1.88%; COMFORT SYSTEMS USA INC 1.27% to 1.82%; ADVANCED ENERGY INDUSTRIES INC 1.28% to 1.73%; SEAGATE TECHNOLOGY HOLDINGS PLC 0.93% to 1.38%; WESTERN DIGITAL CORP 0.78% to 1.22%. Largest decreases: JBT MAREL CORP 0.6% to 0%; CACTUS INC 0.59% to 0%; AMDOCS LIMITED 0.78% to 0.28%; SOMNIGROUP INTERNATIONAL INC 1.7% to 1.27%; COMPASS INC 0.85% to 0.44%; SOFI TECHNOLOGIES INC 0.38% to 0%. New: AXCELIS TECHNOLOGIES INC (0.59%), OVINTIV INC (0.51%), IDACORP INC (0.49%), AMERICAN HEALTHCARE REIT INC (0.46%), FIRST BANCORP NC (0.45%), LIVANOVA PLC (0.39%). Gone: WEBSTER FINANCIAL CORP (0.7%), MASIMO CORP (0.56%), INSULET CORP (0.52%), AES CORP (0.4%), KYNDRYL HOLDINGS INC (0.34%), CORE NATURAL RESOURCES INC (0.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2026-01-31 -- 17 added, 16 dropped, turnover 12.6%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>200 positions became 201: 17 added (4.97% of the fund), 16 dropped (2.85%). Turnover proxy 12.6%. Largest increases: HERC HOLDINGS INC 0.27% to 0.73%; LAUREATE EDUCATION INC 0.05% to 0.43%; COMPASS INC 0.5% to 0.85%; TAPESTRY INC 0.33% to 0.66%; CHORD ENERGY CORP 0.41% to 0.72%; PRIMO BRANDS CORP 0.21% to 0.51%. Largest decreases: AECOM 0.83% to 0%; ASSURANT INC 0.53% to 0%; SPX TECHNOLOGIES INC 1.52% to 1.13%; COLLIERS INTL GROUP INC 1.12% to 0.78%; IES HOLDINGS INC 1.55% to 1.23%; CAPRI HOLDINGS LTD 0.3% to 0%. New: PINNACLE FINANCIAL PARTNERS INC (0.86%), WOODWARD INC (0.53%), NEXTPOWER INC (0.47%), WILLSCOT HOLDINGS CORP (0.41%), FTI CONSULTING INC (0.4%), SOUTHWEST GAS HOLDINGS INC (0.38%). Gone: SYNOVUS FINANCIAL CORP (0.84%), AZZ INC (0.39%), ALASKA AIR GROUP INC (0.28%), WYNDHAM HOTELS and RESORTS INC (0.27%), NCINO INC (0.26%), ACADIA HEALTHCARE CO INC (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Mar 2026 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2025-10-31 -- 26 added, 14 dropped, turnover 15.9%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>188 positions became 200: 26 added (7.96% of the fund), 14 dropped (4.58%). Turnover proxy 15.9%. Largest increases: LUMENTUM HOLDINGS INC 0.9% to 1.54%; ATI INC 0.52% to 1.02%; SANMINA CORP 0.71% to 1.13%; FABRINET 1.36% to 1.72%; CARPENTER TECHNOLOGY CORP 0.68% to 0.98%; ADVANCED ENERGY INDUSTRIES INC 0.81% to 1.1%. Largest decreases: OLD REPUBLIC INTL CORP 1.07% to 0%; BJS WHOLESALE CLUB HOLDINGS INC 1.37% to 0.63%; BRINKER INTERNATIONAL INC 0.96% to 0.26%; CRANE CO 1.31% to 0.88%; SHARKNINJA INC 1.15% to 0.79%; AXALTA COATING SYSTEMS LTD 0.34% to 0%. New: KARMAN HOLDINGS INC (0.73%), SILGAN HOLDINGS INC (0.68%), SOFI TECHNOLOGIES INC (0.54%), WESTERN DIGITAL CORP (0.51%), PENNYMAC FINANCIAL SERVICES INC (0.4%), SOUTHSTATE BANK CORP (0.4%). Gone: PINNACLE FINL PARTNERS INC (0.66%), DOXIMITY INC (0.57%), GRAPHIC PACKAGING HOLDING CO (0.57%), MONDAY.COM LTD (0.41%), WNS HLDGS LTD (0.38%), INTERNATIONAL PAPER CO (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 23 Dec 2025 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2025-07-31 -- 16 added, 20 dropped, turnover 15%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>192 positions became 188: 16 added (6.13% of the fund), 20 dropped (5.86%). Turnover proxy 15%. Largest increases: PRIMERICA INC 0.09% to 0.96%; IES HOLDINGS INC 0.99% to 1.6%; LUMENTUM HOLDINGS INC 0.45% to 0.9%; SEAGATE TECHNOLOGY HOLDINGS PLC 0.76% to 1.18%; FABRINET 0.95% to 1.36%; COMFORT SYSTEMS USA INC 0.57% to 0.9%. Largest decreases: MOLINA HEALTHCARE INC 1.15% to 0.27%; CHENIERE ENERGY INC 1.25% to 0.47%; MURPHY USA INC 1.57% to 1.03%; AMERICAN FINL GROUP INC OHIO 0.76% to 0.37%; WIX.COM LTD 0.58% to 0.24%; ASSURANT INC 1.02% to 0.7%. New: SANMINA CORP (0.71%), RBC BEARINGS INC (0.69%), KB HOME (0.53%), SIGNET JEWELERS LTD (0.51%), PENUMBRA INC (0.49%), CHEESECAKE FACTORY (THE) (0.41%). Gone: AZEK CO INC/THE (0.73%), TIMKEN CO (0.55%), DUOLINGO INC (0.5%), GEO GROUP INC/THE (0.46%), ASGN INC (0.46%), NORTHERN OIL AND GAS INC (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2025-04-30 -- 20 added, 31 dropped, turnover 14.9%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>203 positions became 192: 20 added (7.57% of the fund), 31 dropped (8.25%). Turnover proxy 14.9%. Largest increases: KBR INC 0.37% to 1.2%; IES HOLDINGS INC 0.52% to 0.99%; GENPACT LTD 0.74% to 1.18%; FIRSTCASH HOLDINGS INC 0.92% to 1.28%; PATRICK INDUSTRIES INC 0% to 0.33%; MONDAY.COM LTD 0.21% to 0.5%. Largest decreases: EMCOR GROUP INC 1.66% to 0.81%; NEWELL BRANDS INC 0.3% to 0%; CACTUS INC 0.97% to 0.7%; ASGN INC 0.71% to 0.46%; ACADIA HEALTHCARE CO INC 0.58% to 0.34%; SHARKNINJA INC 1.08% to 0.88%. New: CONSTRUCTION PARTNERS INC (0.85%), SLM CORP (0.84%), CARPENTER TECHNOLOGY CORP (0.59%), STERLING INFRASTRUCTURE INC (0.51%), GEO GROUP INC/THE (0.46%), AXIS CAPITAL HOLDINGS LTD (0.42%). Gone: DISCOVER FINANCIAL SVS (1.27%), BOOT BARN HOLDINGS INC (0.87%), BEACON ROOFING SUPPLY INC (0.82%), REGAL REXNORD CORP (0.67%), APPLIED INDUSTRIAL TECHNOLOGIES INC (0.66%), FEDERAL SIGNAL CORP (0.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2025-01-31 -- 34 added, 10 dropped, turnover 21.5%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>179 positions became 203: 34 added (13.58% of the fund), 10 dropped (3.14%). Turnover proxy 21.5%. Largest increases: REINSURANCE GROUP OF AMERICA INC 0.76% to 1.2%; BRINKER INTERNATIONAL INC 0.65% to 1.08%; TEMPUR SEALY INTERNATIONAL INC 1.32% to 1.7%; AZEK CO INC/THE 0.29% to 0.66%; ANTERO RESOURCES CORPORATION 1.18% to 1.53%; DISCOVER FINANCIAL SVS 0.98% to 1.27%. Largest decreases: ARCH CAPITAL GROUP LTD 1.31% to 0%; CACI INTERNATIONAL INC 1.21% to 0%; TFI INTERNATIONAL INC 1.02% to 0%; ALLISON TRANSMISSION HLDGS INC 0.88% to 0.14%; BRUNSWICK CORP 0.74% to 0%; KB HOME 0.6% to 0%. New: EXLSERVICE HOLDINGS INC (0.97%), BROOKFIELD INFRASTRUCTURE CORP (0.75%), EAST WEST BANCORP INC (0.75%), TIMKEN CO (0.61%), ACADIA HEALTHCARE CO INC (0.58%), DOXIMITY INC (0.56%). Gone: BROOKFIELD INFRASTRUCTURE CORP (0.78%), MEDPACE HLDGS INC (0.55%), NOMAD FOODS LTD (0.4%), OLIN CORP (0.39%), INDEPENDENT BANK GROUP INC (0.3%), BRP INC (0.2%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Mar 2025 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2024-10-31 -- 21 added, 23 dropped, turnover 13.4%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>181 positions became 179: 21 added (6.1% of the fund), 23 dropped (7.76%). Turnover proxy 13.4%. Largest increases: EAGLE MATLS INC 1.07% to 1.48%; STIFEL FINANCIAL CORP 0.52% to 0.85%; EMCOR GROUP INC 1.61% to 1.92%; SYNOVUS FINANCIAL CORP 0.75% to 1.03%; BROOKFIELD INFRASTRUCTURE CORP 0.54% to 0.78%; BRINKER INTERNATIONAL INC 0.41% to 0.65%. Largest decreases: TRANSMEDICS GROUP INC 1.08% to 0.23%; CROCS INC 1.16% to 0.91%; CONCENTRIX CORP 0.4% to 0.16%; LIBERTY ENERGY INC 0.77% to 0.55%; AMN HEALTHCARE SERVICES INC 0.45% to 0.26%; TFI INTERNATIONAL INC 1.18% to 1.02%. New: LAZARD INC (0.65%), IES HOLDINGS INC (0.58%), CARETRUST REIT INC (0.55%), BUILDERS FIRSTSOURCE INC (0.43%), INSULET CORP (0.38%), ATI INC (0.36%). Gone: AUTOZONE INC (1.42%), AMETEK INC NEW (0.77%), CHARLES RIVER LABORATORIES INTERNATIONAL INC (0.65%), LPL FINANCIAL HOLDINGS INC (0.65%), ATKORE INC (0.62%), STEEL DYNAMICS INC (0.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Dec 2024 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2024-07-31 -- 20 added, 9 dropped, turnover 11.5%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>170 positions became 181: 20 added (5.68% of the fund), 9 dropped (3.94%). Turnover proxy 11.5%. Largest increases: TRANSMEDICS GROUP INC 0.41% to 1.08%; JONES LANG LASALLE INC 0.82% to 1.04%; LIBERTY ENERGY INC 0.55% to 0.77%; UNIVERSAL HEALTH SERVICES INC 1.25% to 1.43%; FABRINET 1% to 1.16%; COLLIERS INTL GROUP INC 0.86% to 1.02%. Largest decreases: VERTIV HOLDINGS CO 1.72% to 0.93%; O-I GLASS INC 0.48% to 0%; GRANITE CONSTRUCTION INC 0.75% to 0.31%; LPL FINANCIAL HOLDINGS INC 1.08% to 0.65%; ICHOR HOLDINGS LTD 0.37% to 0%; XPO INC 0.97% to 0.61%. New: STIFEL FINANCIAL CORP (0.52%), AMN HEALTHCARE SERVICES INC (0.45%), AXALTA COATING SYSTEMS LTD (0.43%), LAMB WESTON HOLDINGS INC (0.38%), ARCBEST CORP (0.36%), GATES INDUSTRIAL CORP PLC (0.36%). Gone: ACADIA HEALTHCARE CO INC (0.67%), DYNATRACE INC (0.62%), PROGYNY INC (0.54%), EXLSERVICE HOLDINGS INC (0.5%), LATTICE SEMICONDUCTOR CORP (0.45%), WILLSCOT MOBILE MINI HOLDINGS CORP (0.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Sep 2024 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2024-04-30 -- 9 added, 16 dropped, turnover 11%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>177 positions became 170: 9 added (3.23% of the fund), 16 dropped (5.32%). Turnover proxy 11%. Largest increases: ANTERO RESOURCES CORPORATION 0.71% to 1.6%; VERTIV HOLDINGS CO 1.09% to 1.72%; CACTUS INC 0.38% to 0.98%; EMCOR GROUP INC 1.11% to 1.67%; CROCS INC 0.72% to 1.19%; MURPHY USA INC 0.95% to 1.28%. Largest decreases: FABRINET 1.28% to 1%; PRIMERICA INC 0.86% to 0.6%; TFI INTERNATIONAL INC 1.54% to 1.29%; FIRST AMERN FINL CORP 1.01% to 0.75%; PVH CORP 0.96% to 0.71%; CONCENTRIX CORP 0.58% to 0.34%. New: BOOT BARN HOLDINGS INC (0.64%), PROGYNY INC (0.54%), TEREX CORP (0.51%), ALLEGRO MICROSYSTEMS INC (0.34%), LAUREATE EDUCATION INC (0.33%), FIVE9 INC (0.33%). Gone: HESS CORP (1%), HAEMONETICS CORP MASS (0.6%), LGI HOMES INC (0.52%), WNS HLDGS LTD (0.5%), SUMMIT MATERIALS INC (0.47%), WALKER and DUNLOP INC (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 Jun 2024 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2024-01-31 -- 19 added, 22 dropped, turnover 12.9%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>180 positions became 177: 19 added (7.89% of the fund), 22 dropped (7.9%). Turnover proxy 12.9%. Largest increases: PVH CORP 0.7% to 0.96%; EAGLE MATLS INC 0.81% to 1.02%; TRANSMEDICS GROUP INC 0.26% to 0.46%; VERTIV HOLDINGS CO 0.89% to 1.09%; VONTIER CORP 0.51% to 0.71%; FABRINET 1.09% to 1.28%. Largest decreases: TECHNIPFMC PLC 1.95% to 1.42%; HESS CORP 1.51% to 1%; ARCH CAPITAL GROUP LTD 1.53% to 1.24%; KBR INC 0.96% to 0.69%; BJS WHOLESALE CLUB HOLDINGS INC 1.37% to 1.1%; ANTERO RESOURCES CORPORATION 0.92% to 0.71%. New: COLLIERS INTL GROUP INC (1.01%), VENTAS INC (0.65%), CARDINAL HEALTH INC (0.64%), TECNOGLASS INC (0.64%), LIBERTY ENERGY INC (0.54%), CORE and MAIN INC (0.52%). Gone: CUBESMART (1.03%), BUILDERS FIRSTSOURCE INC (1.01%), WYNDHAM HOTELS and RESORTS INC (0.86%), DOUGLAS EMMETT INC (0.62%), CURTISS-WRIGHT CORP (0.58%), DUOLINGO INC (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Mar 2024 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2023-10-31 -- 14 added, 17 dropped, turnover 13.6%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>183 positions became 180: 14 added (5.68% of the fund), 17 dropped (6.59%). Turnover proxy 13.6%. Largest increases: VERTIV HOLDINGS CO 0.42% to 0.89%; APPLIED INDUSTRIAL TECHNOLOGIES INC 0.41% to 0.81%; MURPHY USA INC 0.75% to 1.14%; MOLINA HEALTHCARE INC 1.09% to 1.46%; PG and E CORP 0.48% to 0.82%; ARCH CAPITAL GROUP LTD 1.2% to 1.53%. Largest decreases: BUILDERS FIRSTSOURCE INC 2.04% to 1.01%; ON SEMICONDUCTOR CORP 1.18% to 0.78%; TRANSMEDICS GROUP INC 0.58% to 0.26%; BROOKFIELD INFRASTRUCTURE CORP 0.75% to 0.47%; CHEMOURS CO 1.03% to 0.76%; LATTICE SEMICONDUCTOR CORP 0.65% to 0.45%. New: FIRSTCASH HOLDINGS INC (0.9%), BRUNSWICK CORP (0.76%), GRAPHIC PACKAGING HOLDING CO (0.7%), PVH CORP (0.7%), HOULIHAN LOKEY (0.61%), SHARKNINJA INC (0.58%). Gone: TAPESTRY INC (0.98%), MURPHY OIL CORP (0.63%), WILLIAMS-SONOMA INC (0.51%), LAMB WESTON HOLDINGS INC (0.47%), PROG HOLDINGS INC (0.47%), DENBURY INC (0.45%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Dec 2023 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2023-07-31 -- 25 added, 31 dropped, turnover 16.4%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>189 positions became 183: 25 added (10.56% of the fund), 31 dropped (11.35%). Turnover proxy 16.4%. Largest increases: SPX TECHNOLOGIES INC 0.33% to 0.71%; BROOKFIELD INFRASTRUCTURE CORP 0.43% to 0.75%; ON SEMICONDUCTOR CORP 0.86% to 1.18%; CHEMOURS CO 0.71% to 1.03%; TECHNIPFMC PLC 1.4% to 1.7%; ADVANCED ENERGY INDUSTRIES INC 0.69% to 0.93%. Largest decreases: CHURCHILL DOWNS INC 1.26% to 0.9%; KB HOME 0.75% to 0.48%; AUTOZONE INC 1.57% to 1.34%; WILLIAMS-SONOMA INC 0.74% to 0.51%; WNS HLDGS LTD 0.73% to 0.51%; GENPACT LTD 0.79% to 0.59%. New: EMCOR GROUP INC (0.88%), MURPHY USA INC (0.75%), PINNACLE FINL PARTNERS INC (0.67%), OLIN CORP (0.64%), FIRST CITIZENS BANCSHARES INC/NC (0.6%), RAYMOND JAMES FINANCIAL INC. (0.55%). Gone: UNIVAR SOLUTIONS INC (1.18%), MOHAWK INDUSTRIES INC (0.81%), VALVOLINE INC (0.79%), CULLEN/FROST BANKERS INC (0.75%), INSPERITY INC (0.74%), CAPRI HOLDINGS LTD (0.68%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Sep 2023 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2023-04-30 -- 8 added, 5 dropped, turnover 10.9%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>186 positions became 189: 8 added (2.92% of the fund), 5 dropped (1.69%). Turnover proxy 10.9%. Largest increases: CUSHMAN and WAKEFIELD PLC 0.09% to 0.47%; NOMAD FOODS LTD 0.48% to 0.84%; AMDOCS LIMITED 0.94% to 1.26%; ADVANCED ENERGY INDUSTRIES INC 0.4% to 0.69%; DYNATRACE INC 0.39% to 0.68%; UNIVERSAL HEALTH SERVICES INC 0.68% to 0.95%. Largest decreases: COMERICA INC 1.17% to 0.04%; JAZZ PHARMACEUTICALS PLC 0.92% to 0.05%; OSHKOSH CORP 0.65% to 0.03%; CRANE NXT CO 0.92% to 0.4%; SYNCHRONY FINANCIAL 0.43% to 0.02%; DOXIMITY INC 0.36% to 0.02%. New: CRANE CO (0.61%), XPO INC (0.45%), APPLIED INDUSTRIAL TECHNOLOGIES INC (0.42%), DUOLINGO INC (0.34%), INSULET CORP (0.33%), ALLEGRO MICROSYSTEMS INC (0.26%). Gone: ARRAY TECHNOLOGIES INC (0.53%), LITHIA MOTORS INC (0.4%), ANYWHERE REAL ESTATE INC (0.38%), UNITED THERAPEUTICS CORP DEL (0.26%), TECHTARGET INC (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Jun 2023 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2023-01-31 -- 12 added, 16 dropped, turnover 12.2%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>190 positions became 186: 12 added (3.59% of the fund), 16 dropped (6.84%). Turnover proxy 12.2%. Largest increases: PERFORMANCE FOOD GROUP CO 0.66% to 1.11%; CAPRI HOLDINGS LTD 0.6% to 1.01%; WNS HLDGS LTD 0.22% to 0.64%; ENVISTA HOLDINGS CORPORATION 0.41% to 0.79%; TEMPUR SEALY INTERNATIONAL INC 0.97% to 1.34%; CROCS INC 0.58% to 0.91%. Largest decreases: ANTERO RESOURCES CORPORATION 1.19% to 0.86%; MOLINA HEALTHCARE INC 1.44% to 1.14%; LAMB WESTON HOLDINGS INC 1.15% to 0.87%; CULLEN/FROST BANKERS INC 1.08% to 0.83%; CHENIERE ENERGY INC 1.19% to 0.94%; EQT CORP 0.72% to 0.51%. New: LOUISIANA PACIFIC CORP (0.51%), ESSENTIAL PROPERTIES REALTY TRUST INC (0.5%), HAEMONETICS CORP MASS (0.5%), NOMAD FOODS LTD (0.48%), MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (0.42%), SPROUT SOCIAL INC (0.37%). Gone: DARLING INGREDIENTS INC (1.22%), HUNTSMAN CORP (0.71%), ENTEGRIS INC (0.57%), ALLIANT ENERGY CORP (0.52%), ELASTIC NV (0.5%), PAYCOM SOFTWARE INC (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Mar 2023 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2022-10-31 -- 19 added, 24 dropped, turnover 14.3%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>195 positions became 190: 19 added (6.47% of the fund), 24 dropped (9.37%). Turnover proxy 14.3%. Largest increases: FABRINET 0.39% to 0.79%; HESS CORP 1.19% to 1.56%; UNIVAR SOLUTIONS INC 0.56% to 0.86%; AUTOZONE INC 1.23% to 1.53%; TECHNIPFMC PLC 0.82% to 1.1%; INSPERITY INC 0.46% to 0.73%. Largest decreases: OWENS and MINOR INC 0.61% to 0.31%; SEAGATE TECHNOLOGY HOLDINGS PLC 0.82% to 0.53%; SYNEOS HEALTH INC 0.79% to 0.52%; MOHAWK INDUSTRIES INC 0.95% to 0.74%; US FOODS HOLDING CORP 0.82% to 0.6%; ASSURANT INC 1.01% to 0.82%. New: FIRST HORIZON CORP (0.62%), WILLSCOT MOBILE MINI HOLDINGS CORP (0.54%), CABOT CORP (0.52%), ARRAY TECHNOLOGIES INC (0.47%), FEDERAL SIGNAL CORP (0.4%), LIGHT and WONDER INC (0.39%). Gone: State Street Institutional Treasury Plus Money Market Fund (1.08%), Lincoln National Corp (0.7%), XPO Logistics Inc (0.69%), ANSYS Inc (0.52%), Lumentum Holdings Inc (0.47%), Trinseo PLC (0.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Dec 2022 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2022-07-31 -- 15 added, 38 dropped, turnover 14.6%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>218 positions became 195: 15 added (7.49% of the fund), 38 dropped (9.67%). Turnover proxy 14.6%. Largest increases: Capri Holdings Ltd 0.3% to 0.62%; Anywhere Real Estate Inc 0.15% to 0.46%; First American Financial Corp 0.74% to 1.05%; Tempur Sealy International Inc 0.64% to 0.95%; O-I Glass Inc 0.24% to 0.53%; TFI International Inc 1.04% to 1.29%. Largest decreases: Cheniere Energy Inc 1.4% to 0.97%; Laboratory Corp of America Holdings 0.79% to 0.45%; Darling Ingredients Inc 1.36% to 1.03%; Discover Financial Services 1.1% to 0.81%; Helen of Troy Ltd 0.66% to 0.41%; Molina Healthcare Inc 1.68% to 1.45%. New: ON Semiconductor Corp (0.78%), XPO Logistics Inc (0.69%), American Financial Group Inc/OH (0.62%), Performance Food Group Co (0.6%), Elastic NV (0.6%), Crane Holdings Co (0.57%). Gone: Signature Bank/New York NY (1.45%), CyberArk Software Ltd (0.84%), Knight-Swift Transportation Holdings Inc (0.7%), Rapid7 Inc (0.6%), Crane Co (0.56%), Hilton Grand Vacations Inc (0.48%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2022-04-30 -- 18 added, 13 dropped, turnover 15.3%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>213 positions became 218: 18 added (7.04% of the fund), 13 dropped (6.04%). Turnover proxy 15.3%. Largest increases: Antero Resources Corp 0.56% to 1.09%; EQT Corp 0.32% to 0.66%; Cheniere Energy Inc 1.07% to 1.4%; Huntsman Corp 0.53% to 0.86%; Owens &amp;amp; Minor Inc 0.33% to 0.61%; Tempur Sealy International Inc 0.36% to 0.64%. Largest decreases: Zebra Technologies Corp 0.87% to 0.03%; Nielsen Holdings PLC 0.75% to 0.04%; Western Alliance Bancorp 1.04% to 0.41%; Bio-Rad Laboratories Inc 0.52% to 0.02%; Masimo Corp 0.5% to 0.01%; Synchrony Financial 0.87% to 0.45%. New: Fluor Corp (0.64%), Webster Financial Corp (0.52%), Mosaic Co/The (0.51%), Steel Dynamics Inc (0.48%), Five Below Inc (0.45%), Lithia Motors Inc (0.45%). Gone: Arrow Electronics Inc (1.08%), Olin Corp (0.79%), Deckers Outdoor Corp (0.73%), Kornit Digital Ltd (0.72%), Avery Dennison Corp (0.68%), Sterling Bancorp/DE (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Jun 2022 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2022-01-31 -- 13 added, 23 dropped, turnover 12.1%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>223 positions became 213: 13 added (4.53% of the fund), 23 dropped (5.46%). Turnover proxy 12.1%. Largest increases: KBR Inc 0.25% to 0.65%; CACI International Inc 0.26% to 0.63%; Builders FirstSource Inc 1.26% to 1.58%; HollyFrontier Corp 0.12% to 0.38%; Brookfield Infrastructure Corp 0.19% to 0.43%; Syneos Health Inc 0.6% to 0.83%. Largest decreases: ManpowerGroup Inc 0.6% to 0.03%; Caesars Entertainment Inc 1.15% to 0.7%; Charles River Laboratories International Inc 1.68% to 1.33%; Kornit Digital Ltd 1.06% to 0.72%; Crocs Inc 1.09% to 0.74%; First Citizens BancShares Inc/NC 0.55% to 0.27%. New: Lamb Weston Holdings Inc (0.76%), TechnipFMC PLC (0.61%), Lumentum Holdings Inc (0.49%), Univar Solutions Inc (0.36%), Advanced Energy Industries Inc (0.36%), Axalta Coating Systems Ltd (0.34%). Gone: Lightspeed Commerce Inc (0.66%), Westrock Co (0.63%), Mosaic Co/The (0.49%), Telos Corp (0.46%), CenterPoint Energy Inc (0.42%), Owens Corning (0.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Mar 2022 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2021-10-31 -- 23 added, 16 dropped, turnover 12.3%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>216 positions became 223: 23 added (7.17% of the fund), 16 dropped (6.25%). Turnover proxy 12.3%. Largest increases: Signature Bank/New York NY 1.24% to 1.54%; Builders FirstSource Inc 1.02% to 1.26%; State Street Institutional Treasury Plus Money Market Fund 0.96% to 1.19%; Darling Ingredients Inc 1.17% to 1.35%; Caesars Entertainment Inc 0.97% to 1.15%; Comerica Inc 1.04% to 1.22%. Largest decreases: Ollie&apos;s Bargain Outlet Holdings Inc 0.62% to 0.01%; RLJ Lodging Trust 0.25% to 0%; Jazz Pharmaceuticals PLC 0.95% to 0.7%; Herbalife Nutrition Ltd 0.24% to 0%; Universal Health Services Inc 0.7% to 0.51%; Mohawk Industries Inc 1.32% to 1.13%. New: Avery Dennison Corp (0.67%), Lightspeed Commerce Inc (0.66%), Generac Holdings Inc (0.52%), Mosaic Co/The (0.49%), Amdocs Ltd (0.47%), Denbury Inc (0.43%). Gone: Donaldson Co Inc (0.89%), EMCOR Group Inc (0.71%), Lightspeed POS Inc (0.61%), Americold Realty Trust (0.59%), FMC Corp (0.52%), Fortune Brands Home &amp;amp; Security Inc (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 21 Dec 2021 12:00:00 GMT</pubDate></item><item><title>FFSM: filing for 2021-07-31 -- 34 added, 30 dropped, turnover 17.1%</title><link>https://themulden.com/funds/ffsm/</link><guid isPermaLink="true">https://themulden.com/funds/ffsm/</guid><description>212 positions became 216: 34 added (12.22% of the fund), 30 dropped (12.48%). Turnover proxy 17.1%. Largest increases: Charles River Laboratories International Inc 1.31% to 1.61%; TFI International Inc 1.03% to 1.31%; Kornit Digital Ltd 0.81% to 1.09%; Crocs Inc 0.71% to 0.96%; Jones Lang LaSalle Inc 1.06% to 1.25%; Rapid7 Inc 0.46% to 0.65%. Largest decreases: AECOM 1.11% to 0.47%; AZEK Co Inc/The 0.68% to 0.51%; US Foods Holding Corp 0.98% to 0.81%; Tapestry Inc 1.43% to 1.26%; Signature Bank/New York NY 1.37% to 1.24%; Williams-Sonoma Inc 1.17% to 1.04%. New: Seagate Technology Holdings PLC (0.82%), Olin Corp (0.72%), Dick&apos;s Sporting Goods Inc (0.68%), Acuity Brands Inc (0.66%), Ollie&apos;s Bargain Outlet Holdings Inc (0.62%), Americold Realty Trust (0.59%). Gone: Generac Holdings Inc (1.54%), Expedia Group Inc (0.93%), Seagate Technology PLC (0.86%), Lithia Motors Inc (0.84%), Performance Food Group Co (0.81%), RenaissanceRe Holdings Ltd (0.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Sep 2021 12:00:00 GMT</pubDate></item></channel></rss>