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
676
$2.46K ﹤0.01%
+39
677
$2.45K ﹤0.01%
+44
678
$2.44K ﹤0.01%
+87
679
$2.44K ﹤0.01%
+14
680
$2.43K ﹤0.01%
+2
681
$2.42K ﹤0.01%
+15
682
$2.41K ﹤0.01%
+67
683
$2.39K ﹤0.01%
+126
684
$2.37K ﹤0.01%
+16
685
$2.37K ﹤0.01%
+209
686
$2.36K ﹤0.01%
+20
687
$2.35K ﹤0.01%
+49
688
$2.33K ﹤0.01%
+70
689
$2.33K ﹤0.01%
+2
690
$2.31K ﹤0.01%
+10
691
$2.31K ﹤0.01%
+14
692
$2.3K ﹤0.01%
+14
693
$2.3K ﹤0.01%
+73
694
$2.29K ﹤0.01%
+18
695
$2.29K ﹤0.01%
+50
696
$2.29K ﹤0.01%
+49
697
$2.29K ﹤0.01%
+58
698
$2.28K ﹤0.01%
+224
699
$2.27K ﹤0.01%
+32
700
$2.25K ﹤0.01%
+14
26 27
28
29 30