SAI
Systematic Alpha Investments Portfolio holdings
AUM $2.62B
This Quarter Return
-2.5%
1 Year Return
+8.95%
3 Year Return
+44.21%
5 Year Return
–
10 Year Return
–
AUM
$2.62B
AUM Growth
-$96.8M (-4%)
Cap. Flow
-$690K
Cap. Flow % of AUM
-0.03%
Top 10 Holdings %Top 10 Hldgs %
57.62%
Holding
231
New
3
Increased
1
Reduced
8
Closed
9
Top Buys
1 | $415K | |
2 | $227K | |
3 | $201K |
Top Sells
1 | $267K | |
2 | $217K | |
3 | $212K | |
4 | $209K | |
5 | $205K |
Sector Composition
1 | Technology | 17.03% |
2 | Healthcare | 13.68% |
3 | Financials | 8.19% |
4 | Communication Services | 6.39% |
5 | Consumer Discretionary | 5.94% |