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
776
$1.65K ﹤0.01%
+19
777
$1.64K ﹤0.01%
+23
778
$1.63K ﹤0.01%
+20
779
$1.63K ﹤0.01%
+53
780
$1.62K ﹤0.01%
+82
781
$1.62K ﹤0.01%
+92
782
$1.62K ﹤0.01%
+9
783
$1.6K ﹤0.01%
+21
784
$1.59K ﹤0.01%
+74
785
$1.58K ﹤0.01%
+12
786
$1.58K ﹤0.01%
+68
787
$1.57K ﹤0.01%
+7
788
$1.57K ﹤0.01%
+40
789
$1.57K ﹤0.01%
+48
790
$1.56K ﹤0.01%
+8
791
$1.56K ﹤0.01%
+15
792
$1.55K ﹤0.01%
+31
793
$1.55K ﹤0.01%
+19
794
$1.55K ﹤0.01%
+7
795
$1.55K ﹤0.01%
+61
796
$1.53K ﹤0.01%
+37
797
$1.53K ﹤0.01%
+32
798
$1.53K ﹤0.01%
+31
799
$1.52K ﹤0.01%
+53
800
$1.52K ﹤0.01%
+16
30 31
32
33 34