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
651
$2.77K ﹤0.01%
+37
652
$2.76K ﹤0.01%
+16
653
$2.73K ﹤0.01%
+38
654
$2.73K ﹤0.01%
+37
655
$2.73K ﹤0.01%
+20
656
$2.73K ﹤0.01%
+50
657
$2.7K ﹤0.01%
+39
658
$2.7K ﹤0.01%
+16
659
$2.7K ﹤0.01%
+23
660
$2.68K ﹤0.01%
+22
661
$2.65K ﹤0.01%
+18
662
$2.64K ﹤0.01%
+91
663
$2.63K ﹤0.01%
+68
664
$2.63K ﹤0.01%
+24
665
$2.6K ﹤0.01%
+35
666
$2.59K ﹤0.01%
+44
667
$2.58K ﹤0.01%
+81
668
$2.55K ﹤0.01%
+20
669
$2.55K ﹤0.01%
+58
670
$2.54K ﹤0.01%
+43
671
$2.54K ﹤0.01%
+150
672
$2.52K ﹤0.01%
+49
673
$2.51K ﹤0.01%
+20
674
$2.51K ﹤0.01%
+85
675
$2.5K ﹤0.01%
+11
25 26
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