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
601
$3.41K ﹤0.01%
+44
602
$3.36K ﹤0.01%
+12
603
$3.35K ﹤0.01%
+10
604
$3.34K ﹤0.01%
+40
605
$3.33K ﹤0.01%
+93
606
$3.33K ﹤0.01%
+65
607
$3.31K ﹤0.01%
+12
608
$3.31K ﹤0.01%
+95
609
$3.31K ﹤0.01%
+104
610
$3.31K ﹤0.01%
+155
611
$3.29K ﹤0.01%
+10
612
$3.28K ﹤0.01%
+35
613
$3.27K ﹤0.01%
+19
614
$3.27K ﹤0.01%
+30
615
$3.25K ﹤0.01%
+37
616
$3.25K ﹤0.01%
+9
617
$3.25K ﹤0.01%
+43
618
$3.23K ﹤0.01%
+720
619
$3.22K ﹤0.01%
+56
620
$3.19K ﹤0.01%
+51
621
$3.19K ﹤0.01%
+120
622
$3.17K ﹤0.01%
+32
623
$3.15K ﹤0.01%
+32
624
$3.14K ﹤0.01%
+218
625
$3.14K ﹤0.01%
+36
23 24
25
26 27