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
251
$46.3K 0.02%
+950
252
$45.3K 0.02%
+307
253
$45.2K 0.02%
+203
254
$42.6K 0.02%
+285
255
$42K 0.02%
+817
256
$40.3K 0.02%
+178
257
$39.4K 0.02%
+797
258
$38.8K 0.02%
+62
259
$38.6K 0.02%
+1,229
260
$38.5K 0.02%
+410
261
$38.1K 0.02%
+527
262
$36.4K 0.02%
+983
263
$36.2K 0.02%
+611
264
$36.1K 0.02%
+740
265
$35.1K 0.02%
+500
266
$34.7K 0.02%
+420
267
$34.6K 0.02%
+49
268
$34.3K 0.02%
+244
269
$33.6K 0.02%
+325
270
$33.2K 0.02%
+925
271
$32.8K 0.02%
+271
272
$32.2K 0.02%
+127
273
$31.9K 0.02%
+551
274
$31.8K 0.02%
+840
275
$31.7K 0.02%
+94
9 10
11
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