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
826
$1.36K ﹤0.01%
+19
827
$1.35K ﹤0.01%
+3
828
$1.35K ﹤0.01%
+26
829
$1.34K ﹤0.01%
+10
830
$1.34K ﹤0.01%
+10
831
$1.33K ﹤0.01%
+12
832
$1.33K ﹤0.01%
+49
833
$1.32K ﹤0.01%
+10
834
$1.32K ﹤0.01%
+6
835
$1.32K ﹤0.01%
+72
836
$1.32K ﹤0.01%
+21
837
$1.32K ﹤0.01%
+18
838
$1.32K ﹤0.01%
+105
839
$1.31K ﹤0.01%
+27
840
$1.31K ﹤0.01%
+47
841
$1.31K ﹤0.01%
+21
842
$1.31K ﹤0.01%
+30
843
$1.3K ﹤0.01%
+6
844
$1.3K ﹤0.01%
+33
845
$1.3K ﹤0.01%
+20
846
$1.3K ﹤0.01%
+90
847
$1.29K ﹤0.01%
+44
848
$1.29K ﹤0.01%
+14
849
$1.29K ﹤0.01%
+3
850
$1.28K ﹤0.01%
+10
32 33
34
35 36