S

Sachetta Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
51
$846K 0.4%
+5,851
52
$829K 0.39%
+4,128
53
$816K 0.39%
+5,267
54
$799K 0.38%
+1,209
55
$791K 0.38%
+31,521
56
$777K 0.37%
+12,789
57
$775K 0.37%
+33,186
58
$775K 0.37%
+5,502
59
$749K 0.36%
+3,355
60
$736K 0.35%
+6,689
61
$718K 0.34%
+2,071
62
$700K 0.33%
+4,112
63
$696K 0.33%
+38,100
64
$674K 0.32%
+16,074
65
$661K 0.31%
+11,891
66
$634K 0.3%
+6,517
67
$576K 0.27%
+1,998
68
$564K 0.27%
+11,232
69
$563K 0.27%
+10,455
70
$561K 0.27%
+11,081
71
$547K 0.26%
+673
72
$546K 0.26%
+22,012
73
$539K 0.26%
+10,520
74
$538K 0.26%
+6,084
75
$518K 0.25%
+2,239
1 2
3
4 5