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
751
$1.89K ﹤0.01%
+80
752
$1.88K ﹤0.01%
+69
753
$1.87K ﹤0.01%
+9
754
$1.86K ﹤0.01%
+58
755
$1.85K ﹤0.01%
+63
756
$1.85K ﹤0.01%
+54
757
$1.83K ﹤0.01%
+14
758
$1.81K ﹤0.01%
+60
759
$1.81K ﹤0.01%
+48
760
$1.81K ﹤0.01%
+64
761
$1.8K ﹤0.01%
+46
762
$1.78K ﹤0.01%
+74
763
$1.77K ﹤0.01%
+19
764
$1.76K ﹤0.01%
+88
765
$1.72K ﹤0.01%
+9
766
$1.72K ﹤0.01%
+63
767
$1.7K ﹤0.01%
+14
768
$1.7K ﹤0.01%
+51
769
$1.69K ﹤0.01%
+22
770
$1.69K ﹤0.01%
+20
771
$1.69K ﹤0.01%
+100
772
$1.68K ﹤0.01%
+46
773
$1.66K ﹤0.01%
+112
774
$1.65K ﹤0.01%
+98
775
$1.65K ﹤0.01%
+3
29 30
31
32 33