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
501
$5.69K ﹤0.01%
+66
502
$5.63K ﹤0.01%
+84
503
$5.59K ﹤0.01%
+90
504
$5.58K ﹤0.01%
+275
505
$5.55K ﹤0.01%
+99
506
$5.54K ﹤0.01%
+265
507
$5.39K ﹤0.01%
+235
508
$5.23K ﹤0.01%
+58
509
$5.23K ﹤0.01%
+103
510
$5.22K ﹤0.01%
+109
511
$5.22K ﹤0.01%
+143
512
$5.22K ﹤0.01%
+120
513
$5.15K ﹤0.01%
+77
514
$5.12K ﹤0.01%
+89
515
$5.08K ﹤0.01%
+40
516
$5.04K ﹤0.01%
+15
517
$5K ﹤0.01%
+112
518
$4.99K ﹤0.01%
+124
519
$4.97K ﹤0.01%
+62
520
$4.96K ﹤0.01%
+400
521
$4.94K ﹤0.01%
+39
522
$4.86K ﹤0.01%
+63
523
$4.83K ﹤0.01%
+43
524
$4.83K ﹤0.01%
+6
525
$4.8K ﹤0.01%
+335
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