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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 Sep 30, 2024
109 Followers
Portfolio Gain
+38.47%
Since Jan 2016
Sharpe Ratio
1.23
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$347.81B
Aly St Pierre manages more assets than 97% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.89%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
0.07% General
<0.01% Technology
<0.01% Financial
<0.01% Consumer Cyclical
<0.01% Consumer Defensive
<0.01% Healthcare
<0.01% Industrial Goods
<0.01% Energy
<0.01% Basic Materials
<0.01% Utilities
<0.01% Communication Services
<0.01% Real Estate
A breakdown of GoalVest Advisory LLC's portfolio by sector
GoalVest Advisory LLC Portfolio Activity
Amazon
Added
Consumer Cyclical
$176.41
($151.61-$201.20)
+8.88%
+7.59%
2.58M
<0.01%
Invesco Dynamic Energy Exploration & Production ETF
Not Changed
General
$31.45
($28.42-$34.47)
+8.03%
0.00%
413.68K
<0.01%
iShares Russell 1000 Growth ETF
Added
General
$351.79
($320.75-$382.82)
+4.63%
+8.10%
681.31K
<0.01%
Marathon Petroleum
Added
Energy
$170.26
($157.22-$183.31)
-1.60%
+23.24%
190.93K
<0.01%
Qualcomm
Added
Technology
$181.24
($151.39-$211.09)
-9.28%
+180.87%
54.93K
<0.01%
Invesco NASDAQ Internet ETF
New
General
$39.85
($36.00-$43.71)
+6.66%
+100.00%
17.81K
<0.01%
SPDR Portfolio S&P 500 ETF
Reduced
General
$63.80
($60.02-$67.58)
+2.90%
-4.55%
1.36M
<0.01%
Dexcom
New
Healthcare
$89.77
($62.34-$117.19)
+12.23%
+100.00%
11.80K
<0.01%
Duke Energy
Not Changed
Utilities
$108.76
($99.21-$118.31)
-0.41%
0.00%
65.26K
<0.01%
Archer Daniels Midland
Not Changed
Industrial Goods
$61.48
($56.88-$66.08)
-10.41%
0.00%
14.70K
<0.01%
See a list of GoalVest Advisory LLC's holdings, as reported to the SEC on Sep 30, 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 38.47%.
What is GoalVest Advisory LLC’s Sharpe Ratio?
GoalVest Advisory LLC’s Sharpe Ratio is 1.23.
What is GoalVest Advisory LLC’s portfolio value?
GoalVest Advisory LLC’s portfolio value is $347.81B.
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 3.29%.
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 31.69%.
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 9.89%.
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 Sep 30, 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 $347.81B.
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.
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.