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
401
$10.6K 0.01%
+423
402
$10.6K 0.01%
+146
403
$10.5K 0.01%
+23
404
$10.4K ﹤0.01%
+83
405
$10.3K ﹤0.01%
+105
406
$10.3K ﹤0.01%
+133
407
$10.2K ﹤0.01%
+86
408
$10.2K ﹤0.01%
+100
409
$9.95K ﹤0.01%
+143
410
$9.95K ﹤0.01%
+291
411
$9.91K ﹤0.01%
+57
412
$9.71K ﹤0.01%
+1,750
413
$9.64K ﹤0.01%
+100
414
$9.62K ﹤0.01%
+50
415
$9.57K ﹤0.01%
+100
416
$9.56K ﹤0.01%
+71
417
$9.44K ﹤0.01%
+370
418
$9.44K ﹤0.01%
+122
419
$9.32K ﹤0.01%
+70
420
$9.27K ﹤0.01%
+67
421
$9.25K ﹤0.01%
+813
422
$9.24K ﹤0.01%
+70
423
$9.24K ﹤0.01%
+184
424
$9.23K ﹤0.01%
+250
425
$9.15K ﹤0.01%
+600