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
301
$21.3K 0.01%
+6
302
$21.2K 0.01%
+131
303
$21.1K 0.01%
+1,844
304
$21.1K 0.01%
+247
305
$20.9K 0.01%
+405
306
$20.4K 0.01%
+255
307
$20.4K 0.01%
+677
308
$20.1K 0.01%
+327
309
$19.9K 0.01%
+295
310
$19.8K 0.01%
+283
311
$19.7K 0.01%
+135
312
$19.4K 0.01%
+488
313
$19.2K 0.01%
+124
314
$19.1K 0.01%
+205
315
$19K 0.01%
+3,092
316
$18.9K 0.01%
+380
317
$18.8K 0.01%
+50
318
$18.8K 0.01%
+240
319
$18.8K 0.01%
+246
320
$18.7K 0.01%
+94
321
$18.5K 0.01%
+1,456
322
$18.5K 0.01%
+515
323
$18.4K 0.01%
+71
324
$18.3K 0.01%
+94
325
$18.1K 0.01%
+40