S

Sachetta Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
1051
$560 ﹤0.01%
+4
1052
$556 ﹤0.01%
+81
1053
$556 ﹤0.01%
+16
1054
$551 ﹤0.01%
+9
1055
$549 ﹤0.01%
+123
1056
$548 ﹤0.01%
+2
1057
$548 ﹤0.01%
+17
1058
$545 ﹤0.01%
+22
1059
$545 ﹤0.01%
+12
1060
$543 ﹤0.01%
+12
1061
$543 ﹤0.01%
+5
1062
$537 ﹤0.01%
+3
1063
$529 ﹤0.01%
+4
1064
$528 ﹤0.01%
+30
1065
$525 ﹤0.01%
+14
1066
$525 ﹤0.01%
+31
1067
$524 ﹤0.01%
+26
1068
$522 ﹤0.01%
+58
1069
$520 ﹤0.01%
+11
1070
$514 ﹤0.01%
+2
1071
$512 ﹤0.01%
+24
1072
$512 ﹤0.01%
+22
1073
$512 ﹤0.01%
+17
1074
$511 ﹤0.01%
+26
1075
$510 ﹤0.01%
+19
41 42
43
44 45