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
701
$2.24K ﹤0.01%
+11
702
$2.23K ﹤0.01%
+35
703
$2.23K ﹤0.01%
+9
704
$2.23K ﹤0.01%
+38
705
$2.22K ﹤0.01%
+23
706
$2.22K ﹤0.01%
+59
707
$2.2K ﹤0.01%
+29
708
$2.2K ﹤0.01%
+53
709
$2.19K ﹤0.01%
+27
710
$2.19K ﹤0.01%
+62
711
$2.19K ﹤0.01%
+59
712
$2.18K ﹤0.01%
+58
713
$2.18K ﹤0.01%
+18
714
$2.17K ﹤0.01%
+23
715
$2.17K ﹤0.01%
+24
716
$2.14K ﹤0.01%
+57
717
$2.14K ﹤0.01%
+9
718
$2.11K ﹤0.01%
+39
719
$2.08K ﹤0.01%
+15
720
$2.08K ﹤0.01%
+34
721
$2.06K ﹤0.01%
+65
722
$2.05K ﹤0.01%
+472
723
$2.04K ﹤0.01%
+91
724
$2.03K ﹤0.01%
+234
725
$2.03K ﹤0.01%
+127
27 28
29
30 31