SAI
Systematic Alpha Investments Portfolio holdings
AUM
$2.82B
This Quarter Return
-5.58%
1 Year Return
+12.95%
3 Year Return
+80.24%
5 Year Return
–
10 Year Return
–
AUM
$1.66B
AUM Growth
+$1.66B
(-6.1%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
53.59%
Holding
223
New
15
Increased
4
Reduced
7
Closed
13
Top Buys
| 1 |
Tesla
TSLA
|
$4.19M |
| 2 |
Amgen
AMGN
|
$676K |
| 3 |
Automatic Data Processing
ADP
|
$498K |
| 4 |
Chemed
CHE
|
$480K |
| 5 |
Campbell Soup
CPB
|
$448K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.24M |
| 2 |
HCA Healthcare
HCA
|
$544K |
| 3 |
Altria Group
MO
|
$533K |
| 4 |
Zions Bancorporation
ZION
|
$517K |
| 5 |
Envista
NVST
|
$428K |
Sector Composition
| 1 | Technology | 13.79% |
| 2 | Healthcare | 13.27% |
| 3 | Financials | 8.17% |
| 4 | Consumer Discretionary | 6.53% |
| 5 | Consumer Staples | 5.66% |
