S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,150
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$20.6M
3
+$12.2M
4
AAPL icon
Apple
AAPL
+$6.31M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.32%
2 Healthcare 3.78%
3 Financials 3.16%
4 Consumer Discretionary 2.91%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.5K 0.03%
+2,700
227
$62.7K 0.03%
+1,204
228
$62.4K 0.03%
+208
229
$61.3K 0.03%
+1,330
230
$60.9K 0.03%
+1,000
231
$60.4K 0.03%
+673
232
$59.9K 0.03%
+975
233
$59.3K 0.03%
+1,394
234
$58.9K 0.03%
+716
235
$58K 0.03%
+240
236
$57.5K 0.03%
+1,120
237
$56.3K 0.03%
+566
238
$56.1K 0.03%
+896
239
$56.1K 0.03%
+845
240
$55K 0.03%
+209
241
$54.8K 0.03%
+142
242
$52.9K 0.03%
+1,085
243
$52.7K 0.03%
+1,018
244
$51.7K 0.02%
+127
245
$51.1K 0.02%
+1,010
246
$50.2K 0.02%
+620
247
$49.6K 0.02%
+888
248
$49.4K 0.02%
+234
249
$48.2K 0.02%
+163
250
$47.3K 0.02%
+213
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