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
451
$8.14K ﹤0.01%
+1,055
452
$8.13K ﹤0.01%
+167
453
$8.09K ﹤0.01%
+135
454
$8.05K ﹤0.01%
+53
455
$7.91K ﹤0.01%
+73
456
$7.81K ﹤0.01%
+25
457
$7.77K ﹤0.01%
+14
458
$7.71K ﹤0.01%
+181
459
$7.7K ﹤0.01%
+5,000
460
$7.62K ﹤0.01%
+206
461
$7.58K ﹤0.01%
+97
462
$7.53K ﹤0.01%
+5
463
$7.5K ﹤0.01%
+129
464
$7.38K ﹤0.01%
+161
465
$7.35K ﹤0.01%
+144
466
$7.22K ﹤0.01%
+900
467
$7.18K ﹤0.01%
+44
468
$7.15K ﹤0.01%
+123
469
$7.07K ﹤0.01%
+176
470
$6.98K ﹤0.01%
+34
471
$6.87K ﹤0.01%
+500
472
$6.81K ﹤0.01%
+25
473
$6.8K ﹤0.01%
+36
474
$6.78K ﹤0.01%
+62
475
$6.78K ﹤0.01%
+127
17 18
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