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
201
$84K 0.04%
+197
202
$82.9K 0.04%
+2,310
203
$82.9K 0.04%
+139
204
$82.1K 0.04%
+2,714
205
$81.5K 0.04%
+2,782
206
$81K 0.04%
+1,448
207
$79.7K 0.04%
+3,500
208
$78.8K 0.04%
+2,180
209
$77.5K 0.04%
+1,066
210
$77.3K 0.04%
+524
211
$76.8K 0.04%
+1,600
212
$76.7K 0.04%
+1,383
213
$75.5K 0.04%
+2,267
214
$71.6K 0.03%
+713
215
$70.9K 0.03%
+786
216
$69.9K 0.03%
+1,009
217
$68.9K 0.03%
+418
218
$67.9K 0.03%
+852
219
$67.7K 0.03%
+2,700
220
$66.9K 0.03%
+2,700
221
$65.9K 0.03%
+274
222
$65.2K 0.03%
+2,600
223
$65K 0.03%
+1,008
224
$64.8K 0.03%
+2,600
225
$64.6K 0.03%
+2,700
7 8
9
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