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
+$6.06K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$1.49K
2
+$1.49K
3
+$955
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$696
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$556

Top Sells

1
+$4.97M
2
+$255K
3
+$4.54K
4
FLEX icon
Flex
FLEX
+$1.77K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$1.22K

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
226
$64.5K 0.03%
2,700
227
$62.7K 0.03%
1,204
228
$62.4K 0.03%
208
229
$61.3K 0.03%
1,330
230
$60.9K 0.03%
1,000
231
$60.4K 0.03%
673
232
$59.9K 0.03%
975
233
$59.3K 0.03%
1,394
234
$58.9K 0.03%
716
235
$58K 0.03%
240
236
$57.5K 0.03%
1,120
237
$56.3K 0.03%
566
238
$56.1K 0.03%
896
239
$56.1K 0.03%
845
240
$55K 0.03%
209
241
$54.8K 0.03%
142
242
$52.9K 0.03%
1,085
243
$52.7K 0.03%
1,018
244
$51.7K 0.02%
127
245
$51.1K 0.02%
1,010
246
$50.2K 0.02%
620
247
$49.6K 0.02%
888
248
$49.4K 0.02%
234
249
$48.2K 0.02%
163
250
$47.3K 0.02%
213
8 9
10
11 12