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
526
$4.79K ﹤0.01%
+24
527
$4.73K ﹤0.01%
+40
528
$4.72K ﹤0.01%
+41
529
$4.71K ﹤0.01%
+47
530
$4.7K ﹤0.01%
+74
531
$4.67K ﹤0.01%
+18
532
$4.66K ﹤0.01%
+15
533
$4.65K ﹤0.01%
+18
534
$4.64K ﹤0.01%
+353
535
$4.63K ﹤0.01%
+77
536
$4.6K ﹤0.01%
+60
537
$4.6K ﹤0.01%
+13
538
$4.53K ﹤0.01%
+35
539
$4.53K ﹤0.01%
+1,000
540
$4.45K ﹤0.01%
+240
541
$4.41K ﹤0.01%
+72
542
$4.36K ﹤0.01%
+12
543
$4.32K ﹤0.01%
+19
544
$4.29K ﹤0.01%
+15
545
$4.27K ﹤0.01%
+14
546
$4.26K ﹤0.01%
+53
547
$4.26K ﹤0.01%
+47
548
$4.26K ﹤0.01%
+36
549
$4.25K ﹤0.01%
+222
550
$4.24K ﹤0.01%
+30
20 21
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