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
1076
$507 ﹤0.01%
+8
1077
$501 ﹤0.01%
+2
1078
$488 ﹤0.01%
+17
1079
$466 ﹤0.01%
+11
1080
$461 ﹤0.01%
+14
1081
$455 ﹤0.01%
+15
1082
$450 ﹤0.01%
+10
1083
$450 ﹤0.01%
+10
1084
$441 ﹤0.01%
+2
1085
$439 ﹤0.01%
+2
1086
$438 ﹤0.01%
+10
1087
$425 ﹤0.01%
+14
1088
$403 ﹤0.01%
+11
1089
$390 ﹤0.01%
+13
1090
$376 ﹤0.01%
+2
1091
$372 ﹤0.01%
+5
1092
$369 ﹤0.01%
+9
1093
$351 ﹤0.01%
+13
1094
$335 ﹤0.01%
+1
1095
$333 ﹤0.01%
+49
1096
$324 ﹤0.01%
+22
1097
$319 ﹤0.01%
+5
1098
$317 ﹤0.01%
+1
1099
$315 ﹤0.01%
+14
1100
$313 ﹤0.01%
+7
42 43
44
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