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
476
$6.74K ﹤0.01%
+553
477
$6.73K ﹤0.01%
+163
478
$6.72K ﹤0.01%
+182
479
$6.56K ﹤0.01%
+43
480
$6.46K ﹤0.01%
+17
481
$6.45K ﹤0.01%
+85
482
$6.43K ﹤0.01%
+74
483
$6.38K ﹤0.01%
+56
484
$6.25K ﹤0.01%
+86
485
$6.24K ﹤0.01%
+205
486
$6.19K ﹤0.01%
+86
487
$6.17K ﹤0.01%
+72
488
$6.13K ﹤0.01%
+134
489
$6.08K ﹤0.01%
+189
490
$6K ﹤0.01%
+26
491
$5.97K ﹤0.01%
+140
492
$5.95K ﹤0.01%
+171
493
$5.85K ﹤0.01%
+33
494
$5.83K ﹤0.01%
+15
495
$5.83K ﹤0.01%
+102
496
$5.82K ﹤0.01%
+115
497
$5.8K ﹤0.01%
+118
498
$5.76K ﹤0.01%
+85
499
$5.75K ﹤0.01%
+50
500
$5.73K ﹤0.01%
+47
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