SAI

Systematic Alpha Investments Portfolio holdings

AUM $3.21B
1-Year Est. Return 25.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$220K
2 +$211K

Top Sells

1 +$267K
2 +$245K
3 +$217K
4
SYF icon
Synchrony
SYF
+$212K
5
PRG icon
PROG Holdings
PRG
+$209K

Sector Composition

1 Technology 17.03%
2 Healthcare 13.68%
3 Financials 8.19%
4 Communication Services 6.39%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-10,428
227
-4,944
228
-3,258
229
-5,020