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
151
$170K 0.08%
+2,248
152
$168K 0.08%
+4,173
153
$167K 0.08%
+1,635
154
$166K 0.08%
+1,814
155
$163K 0.08%
+779
156
$158K 0.07%
+3,712
157
$157K 0.07%
+3,100
158
$149K 0.07%
+1,344
159
$148K 0.07%
+3,670
160
$147K 0.07%
+3,489
161
$147K 0.07%
+1,998
162
$146K 0.07%
+3,224
163
$134K 0.06%
+4,668
164
$133K 0.06%
+429
165
$130K 0.06%
+1,376
166
$130K 0.06%
+1,539
167
$127K 0.06%
+2,421
168
$124K 0.06%
+2,856
169
$120K 0.06%
+729
170
$117K 0.06%
+1,792
171
$114K 0.05%
+764
172
$113K 0.05%
+242
173
$113K 0.05%
+432
174
$112K 0.05%
+332
175
$110K 0.05%
+507
5 6
7
8 9