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
326
$18.1K 0.01%
+263
327
$18.1K 0.01%
+7
328
$18.1K 0.01%
+748
329
$18K 0.01%
+148
330
$17.8K 0.01%
+463
331
$17.8K 0.01%
+125
332
$17.5K 0.01%
+72
333
$17K 0.01%
+71
334
$17K 0.01%
+989
335
$16.7K 0.01%
+479
336
$16.5K 0.01%
+301
337
$16.2K 0.01%
+255
338
$15.9K 0.01%
+343
339
$15.9K 0.01%
+484
340
$15.8K 0.01%
+141
341
$15.7K 0.01%
+104
342
$15.5K 0.01%
+355
343
$15.5K 0.01%
+85
344
$15.4K 0.01%
+53
345
$15.3K 0.01%
+162
346
$15.2K 0.01%
+15
347
$14.8K 0.01%
+737
348
$14.7K 0.01%
+27
349
$14.7K 0.01%
+449
350
$14.5K 0.01%
+751