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
576
$3.74K ﹤0.01%
+17
577
$3.69K ﹤0.01%
+18
578
$3.67K ﹤0.01%
+146
579
$3.66K ﹤0.01%
+2,000
580
$3.64K ﹤0.01%
+19
581
$3.62K ﹤0.01%
+63
582
$3.62K ﹤0.01%
+119
583
$3.59K ﹤0.01%
+31
584
$3.58K ﹤0.01%
+10
585
$3.55K ﹤0.01%
+15
586
$3.54K ﹤0.01%
+68
587
$3.54K ﹤0.01%
+100
588
$3.54K ﹤0.01%
+23
589
$3.53K ﹤0.01%
+54
590
$3.51K ﹤0.01%
+50
591
$3.51K ﹤0.01%
+56
592
$3.5K ﹤0.01%
+42
593
$3.49K ﹤0.01%
+7
594
$3.49K ﹤0.01%
+6
595
$3.47K ﹤0.01%
+32
596
$3.45K ﹤0.01%
+49
597
$3.43K ﹤0.01%
+106
598
$3.43K ﹤0.01%
+68
599
$3.42K ﹤0.01%
+111
600
$3.42K ﹤0.01%
+25
22 23
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25 26