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
551
$4.19K ﹤0.01%
+40
552
$4.18K ﹤0.01%
+29
553
$4.17K ﹤0.01%
+71
554
$4.16K ﹤0.01%
+92
555
$4.09K ﹤0.01%
+54
556
$4.09K ﹤0.01%
+10
557
$4.06K ﹤0.01%
+7
558
$4.04K ﹤0.01%
+123
559
$4.04K ﹤0.01%
+40
560
$4.03K ﹤0.01%
+61
561
$4.01K ﹤0.01%
+161
562
$4K ﹤0.01%
+270
563
$3.99K ﹤0.01%
+42
564
$3.99K ﹤0.01%
+80
565
$3.97K ﹤0.01%
+111
566
$3.95K ﹤0.01%
+370
567
$3.95K ﹤0.01%
+64
568
$3.91K ﹤0.01%
+109
569
$3.88K ﹤0.01%
+170
570
$3.87K ﹤0.01%
+100
571
$3.83K ﹤0.01%
+14
572
$3.81K ﹤0.01%
+28
573
$3.8K ﹤0.01%
+34
574
$3.78K ﹤0.01%
+201
575
$3.77K ﹤0.01%
+8
21 22
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