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
876
$1.17K ﹤0.01%
+192
877
$1.17K ﹤0.01%
+47
878
$1.17K ﹤0.01%
+78
879
$1.17K ﹤0.01%
+28
880
$1.15K ﹤0.01%
+27
881
$1.15K ﹤0.01%
+28
882
$1.15K ﹤0.01%
+20
883
$1.15K ﹤0.01%
+76
884
$1.14K ﹤0.01%
+20
885
$1.13K ﹤0.01%
+2
886
$1.12K ﹤0.01%
+67
887
$1.11K ﹤0.01%
+21
888
$1.11K ﹤0.01%
+11
889
$1.11K ﹤0.01%
+30
890
$1.1K ﹤0.01%
+7
891
$1.08K ﹤0.01%
+19
892
$1.08K ﹤0.01%
+14
893
$1.07K ﹤0.01%
+61
894
$1.07K ﹤0.01%
+243
895
$1.06K ﹤0.01%
+120
896
$1.06K ﹤0.01%
+55
897
$1.06K ﹤0.01%
+3
898
$1.05K ﹤0.01%
+7
899
$1.05K ﹤0.01%
+141
900
$1.04K ﹤0.01%
+52
34 35
36
37 38