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
626
$3.14K ﹤0.01%
+16
627
$3.08K ﹤0.01%
+190
628
$3.05K ﹤0.01%
+51
629
$3.04K ﹤0.01%
+133
630
$3.04K ﹤0.01%
+28
631
$3.02K ﹤0.01%
+19
632
$3.01K ﹤0.01%
+25
633
$3K ﹤0.01%
+122
634
$2.99K ﹤0.01%
+50
635
$2.99K ﹤0.01%
+28
636
$2.97K ﹤0.01%
+100
637
$2.96K ﹤0.01%
+27
638
$2.96K ﹤0.01%
+16
639
$2.94K ﹤0.01%
+77
640
$2.94K ﹤0.01%
+29
641
$2.92K ﹤0.01%
+29
642
$2.91K ﹤0.01%
+150
643
$2.88K ﹤0.01%
+21
644
$2.87K ﹤0.01%
+138
645
$2.84K ﹤0.01%
+2
646
$2.83K ﹤0.01%
+62
647
$2.83K ﹤0.01%
+54
648
$2.81K ﹤0.01%
+65
649
$2.8K ﹤0.01%
+26
650
$2.79K ﹤0.01%
+119
24 25
26
27 28