S

Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROK icon
226
Rockwell Automation
ROK
$51.4B
$40.7K 0.02%
113
TROW icon
227
T. Rowe Price
TROW
$22.9B
$39.2K 0.02%
435
LOW icon
228
Lowe's Companies
LOW
$116B
$38.5K 0.02%
163
+15
SYK icon
229
Stryker
SYK
$115B
$37.5K 0.02%
114
+32
SO icon
230
Southern Company
SO
$103B
$37.4K 0.02%
387
+149
KEY icon
231
KeyCorp
KEY
$23.5B
$37K 0.02%
1,844
+121
DE icon
232
Deere & Co
DE
$160B
$36.1K 0.02%
64
+13
YUM icon
233
Yum! Brands
YUM
$40.8B
$35.4K 0.02%
228
+13
PGR icon
234
Progressive
PGR
$114B
$34.9K 0.02%
176
+29
TT icon
235
Trane Technologies
TT
$103B
$34.6K 0.02%
83
+9
FITB
236
Fifth Third Bancorp
FITB
$46.9B
$34.3K 0.02%
735
+339
CEG icon
237
Constellation Energy
CEG
$95B
$34.1K 0.02%
122
-163
CTAS icon
238
Cintas
CTAS
$72B
$33.8K 0.02%
200
+63
MCK icon
239
McKesson
MCK
$91B
$33.8K 0.02%
39
+6
NEM icon
240
Newmont
NEM
$116B
$33.6K 0.02%
310
+21
TMUS icon
241
T-Mobile US
TMUS
$192B
$33.4K 0.02%
159
+55
ETN icon
242
Eaton
ETN
$163B
$33.3K 0.02%
93
CRWD icon
243
CrowdStrike
CRWD
$183B
$33.2K 0.02%
85
+11
AMT icon
244
American Tower
AMT
$90.3B
$33.1K 0.02%
192
+10
EBAY icon
245
eBay
EBAY
$48.5B
$32.9K 0.02%
361
+7
ANET icon
246
Arista Networks
ANET
$209B
$32.8K 0.02%
267
+129
WAT icon
247
Waters Corp
WAT
$37B
$32.8K 0.02%
110
+96
VICI icon
248
VICI Properties
VICI
$29.3B
$32K 0.02%
1,171
+797
SPGI icon
249
S&P Global
SPGI
$124B
$31.9K 0.02%
75
-10
CSX icon
250
CSX Corp
CSX
$85.9B
$31.1K 0.02%
757
+26