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
726
$2.03K ﹤0.01%
+13
727
$2.03K ﹤0.01%
+28
728
$2.02K ﹤0.01%
+42
729
$2.02K ﹤0.01%
+22
730
$2.02K ﹤0.01%
+25
731
$2.01K ﹤0.01%
+32
732
$2K ﹤0.01%
+17
733
$2K ﹤0.01%
+38
734
$2K ﹤0.01%
+31
735
$1.99K ﹤0.01%
+61
736
$1.97K ﹤0.01%
+40
737
$1.95K ﹤0.01%
+14
738
$1.94K ﹤0.01%
+90
739
$1.94K ﹤0.01%
+16
740
$1.94K ﹤0.01%
+12
741
$1.93K ﹤0.01%
+60
742
$1.93K ﹤0.01%
+12
743
$1.93K ﹤0.01%
+10
744
$1.92K ﹤0.01%
+22
745
$1.91K ﹤0.01%
+23
746
$1.9K ﹤0.01%
+34
747
$1.9K ﹤0.01%
+17
748
$1.9K ﹤0.01%
+7
749
$1.89K ﹤0.01%
+16
750
$1.89K ﹤0.01%
+69
28 29
30
31 32