S

Sachetta Portfolio holdings

AUM $183M
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
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
+$28.7M
2
+$19.3M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$6.05M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$5.31M

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
426
$9.14K ﹤0.01%
+57
427
$9.13K ﹤0.01%
+64
428
$9.09K ﹤0.01%
+40
429
$9.05K ﹤0.01%
+115
430
$8.98K ﹤0.01%
+34
431
$8.98K ﹤0.01%
+67
432
$8.95K ﹤0.01%
+120
433
$8.92K ﹤0.01%
+75
434
$8.87K ﹤0.01%
+110
435
$8.85K ﹤0.01%
+5,000
436
$8.83K ﹤0.01%
+65
437
$8.75K ﹤0.01%
+37
438
$8.7K ﹤0.01%
+420
439
$8.7K ﹤0.01%
+182
440
$8.64K ﹤0.01%
+332
441
$8.55K ﹤0.01%
+94
442
$8.53K ﹤0.01%
+112
443
$8.51K ﹤0.01%
+71
444
$8.42K ﹤0.01%
+159
445
$8.38K ﹤0.01%
+200
446
$8.35K ﹤0.01%
+378
447
$8.34K ﹤0.01%
+2,014
448
$8.31K ﹤0.01%
+67
449
$8.28K ﹤0.01%
+281
450
$8.24K ﹤0.01%
+40
16 17
18
19 20