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GoalVest Advisory LLC - Aly St Pierre

GoalVest Advisory LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Aly St Pierre

Aly St Pierre
GoalVest Advisory LLC

Hedge Fund Manager
Ranked #253 out of 487 Hedge Fund Managers

Portfolio Gain

+22.61%
Since Jan 2016

Sharpe Ratio

0.87
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$299.88B
Aly St Pierre manages more assets than 97% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+6.66%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
0.07% General
<0.01% Technology
<0.01% Financial
<0.01% Consumer Cyclical
<0.01% Healthcare
<0.01% Energy
<0.01% Consumer Defensive
<0.01% Industrial Goods
<0.01% Basic Materials
<0.01% Communication Services
<0.01% Utilities
<0.01% Real Estate
A breakdown of GoalVest Advisory LLC's portfolio by sector

GoalVest Advisory LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
+1.22%
-3.97%
809.19K
<0.01%
Abbott Laboratories
Added
Healthcare
$115.38
($109.11-$121.64)
-8.09%
+387.74%
370.87K
<0.01%
Accenture
Reduced
Technology
$358.60
($329.69-$387.51)
-12.83%
-3.05%
66.20K
<0.01%
Chubb
Not Changed
Financial
$241.72
($222.85-$260.58)
+2.17%
0.00%
23.32K
<0.01%
Adobe
Reduced
Technology
$561.63
($485.00-$638.25)
-5.78%
-5.18%
147.85K
<0.01%
Advanced Energy
Sold Out
Industrial Goods
$102.61
($93.77-$111.46)
+7.43%
-100.00%
0.00
0.00%
Advanced Micro Devices
Sold Out
Technology
$180.52
($133.74-$227.30)
-7.83%
-100.00%
0.00
0.00%
AFLAC
Not Changed
Financial
$80.67
($75.08-$86.26)
+2.72%
0.00%
26.87K
<0.01%
Air Products and Chemicals
Reduced
Basic Materials
$243.56
($212.24-$274.89)
+9.22%
-41.49%
13.32K
<0.01%
Align Tech
New
Healthcare
$292.84
($250.28-$335.40)
-22.05%
+100.00%
655.00
<0.01%
See a list of GoalVest Advisory LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare GoalVest Advisory LLC's performance with other Hedge Funds and the S&P 500

GoalVest Advisory LLC activity FAQ

What is GoalVest Advisory LLC’s portfolio gain since Jun 2013?
GoalVest Advisory LLC’s portfolio gain since Jun 2013 was 22.61%.
    What is GoalVest Advisory LLC’s Sharpe Ratio?
    GoalVest Advisory LLC’s Sharpe Ratio is 0.87.
      What is GoalVest Advisory LLC’s portfolio value?
      GoalVest Advisory LLC’s portfolio value is $299.88B.
        What is GoalVest Advisory LLC’s average return since the fund’s last 13F filing?
        GoalVest Advisory LLC’s average return since the fund’s last 13F filing is 0.79%.
          What was GoalVest Advisory LLC’s average return in the last 12 months?
          GoalVest Advisory LLC’s average return in the last 12 months was 25.85%.
            What was GoalVest Advisory LLC’s average return in the last 3 years?
            GoalVest Advisory LLC’s average return in the last 3 years was 6.66%.
              When was the most recent most recent 13F form submitted by GoalVest Advisory LLC?
              GoalVest Advisory LLC's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Aly St Pierre Net Worth?
                  Aly St Pierre is Managing GoalVest Advisory LLC which has a net worth of $299.88B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Aly St Pierre and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.