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
851
$1.28K ﹤0.01%
+102
852
$1.28K ﹤0.01%
+20
853
$1.28K ﹤0.01%
+12
854
$1.27K ﹤0.01%
+16
855
$1.27K ﹤0.01%
+34
856
$1.27K ﹤0.01%
+23
857
$1.27K ﹤0.01%
+40
858
$1.26K ﹤0.01%
+17
859
$1.26K ﹤0.01%
+82
860
$1.25K ﹤0.01%
+29
861
$1.24K ﹤0.01%
+23
862
$1.24K ﹤0.01%
+3
863
$1.22K ﹤0.01%
+123
864
$1.22K ﹤0.01%
+66
865
$1.22K ﹤0.01%
+6
866
$1.22K ﹤0.01%
+43
867
$1.21K ﹤0.01%
+110
868
$1.21K ﹤0.01%
+53
869
$1.21K ﹤0.01%
+43
870
$1.19K ﹤0.01%
+8
871
$1.19K ﹤0.01%
+9
872
$1.19K ﹤0.01%
+19
873
$1.18K ﹤0.01%
+12
874
$1.18K ﹤0.01%
+98
875
$1.17K ﹤0.01%
+8
33 34
35
36 37