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
376
$12.4K 0.01%
+400
377
$12.4K 0.01%
+154
378
$12.4K 0.01%
+147
379
$12.3K 0.01%
+14
380
$12.3K 0.01%
+48
381
$12.2K 0.01%
+119
382
$12.2K 0.01%
+142
383
$12.1K 0.01%
+31
384
$12K 0.01%
+19
385
$11.9K 0.01%
+613
386
$11.6K 0.01%
+130
387
$11.5K 0.01%
+83
388
$11.5K 0.01%
+149
389
$11.4K 0.01%
+293
390
$11.3K 0.01%
+78
391
$11.3K 0.01%
+325
392
$11.2K 0.01%
+64
393
$11.2K 0.01%
+82
394
$11.1K 0.01%
+1,229
395
$11.1K 0.01%
+300
396
$11K 0.01%
+114
397
$10.9K 0.01%
+82
398
$10.8K 0.01%
+121
399
$10.7K 0.01%
+37
400
$10.7K 0.01%
+56
14 15
16
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