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
276
$31.2K 0.01%
+403
277
$29.8K 0.01%
+500
278
$29.7K 0.01%
+366
279
$29.6K 0.01%
+950
280
$29.2K 0.01%
+154
281
$28.9K 0.01%
+225
282
$28.7K 0.01%
+153
283
$28.6K 0.01%
+275
284
$27.5K 0.01%
+153
285
$27.4K 0.01%
+100
286
$27.2K 0.01%
+234
287
$27.1K 0.01%
+121
288
$26.9K 0.01%
+58
289
$26.6K 0.01%
+109
290
$26.3K 0.01%
+236
291
$25.7K 0.01%
+971
292
$25K 0.01%
+683
293
$24.9K 0.01%
+54
294
$24.8K 0.01%
+156
295
$22.4K 0.01%
+3,500
296
$22.2K 0.01%
+229
297
$22.1K 0.01%
+43
298
$22.1K 0.01%
+1,200
299
$21.6K 0.01%
+1,011
300
$21.5K 0.01%
+1,000
10 11
12
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