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
351
$14.4K 0.01%
+60
352
$14.3K 0.01%
+101
353
$14.3K 0.01%
+46
354
$14.3K 0.01%
+28
355
$14.3K 0.01%
+109
356
$14.2K 0.01%
+283
357
$14K 0.01%
+260
358
$13.9K 0.01%
+419
359
$13.8K 0.01%
+89
360
$13.8K 0.01%
+65
361
$13.4K 0.01%
+172
362
$13.4K 0.01%
+787
363
$13.3K 0.01%
+221
364
$13.3K 0.01%
+480
365
$13.2K 0.01%
+228
366
$13.2K 0.01%
+42
367
$13.1K 0.01%
+174
368
$12.9K 0.01%
+224
369
$12.8K 0.01%
+256
370
$12.8K 0.01%
+29
371
$12.6K 0.01%
+853
372
$12.6K 0.01%
+90
373
$12.6K 0.01%
+260
374
$12.4K 0.01%
+147
375
$12.4K 0.01%
+31
13 14
15
16 17