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
901
$1.04K ﹤0.01%
+34
902
$1.04K ﹤0.01%
+35
903
$1.03K ﹤0.01%
+28
904
$1.03K ﹤0.01%
+57
905
$1.02K ﹤0.01%
+30
906
$1.01K ﹤0.01%
+28
907
$1.01K ﹤0.01%
+10
908
$1K ﹤0.01%
+51
909
$987 ﹤0.01%
+3
910
$983 ﹤0.01%
+51
911
$980 ﹤0.01%
+20
912
$976 ﹤0.01%
+50
913
$973 ﹤0.01%
+5
914
$972 ﹤0.01%
+99
915
$965 ﹤0.01%
+282
916
$962 ﹤0.01%
+13
917
$960 ﹤0.01%
+50
918
$954 ﹤0.01%
+11
919
$952 ﹤0.01%
+11
920
$941 ﹤0.01%
+24
921
$919 ﹤0.01%
+11
922
$918 ﹤0.01%
+15
923
$911 ﹤0.01%
+43
924
$910 ﹤0.01%
+5
925
$899 ﹤0.01%
+23
35 36
37
38 39