SAI

Systematic Alpha Investments Portfolio holdings

AUM $2.82B
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$1.62M
3 +$1.36M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.23M
5
HCA icon
HCA Healthcare
HCA
+$812K

Top Sells

1 +$18.9M
2 +$7.72M
3 +$5.08M
4
INTU icon
Intuit
INTU
+$1.99M
5
EFX icon
Equifax
EFX
+$1.73M

Sector Composition

1 Technology 15.62%
2 Healthcare 10.74%
3 Financials 8.35%
4 Consumer Discretionary 6.68%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-16,830