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
$253M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.43M
3
+$1.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$686K
5
ORCL icon
Oracle
ORCL
+$572K

Top Sells

1
+$12.4M
2
+$925K
3
+$564K
4
PG icon
Procter & Gamble
PG
+$464K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K

Sector Composition

1 Technology 11.39%
2 Healthcare 4.03%
3 Financials 3.57%
4 Consumer Discretionary 2.96%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76.7K 0.03%
477
+253
227
$75.8K 0.03%
+1,150
228
$75.7K 0.03%
1,516
-11
229
$75.7K 0.03%
1,803
+11
230
$75.5K 0.03%
570
-119
231
$75K 0.03%
+17,371
232
$74.2K 0.03%
1,052
+52
233
$73.5K 0.03%
430
-40
234
$73K 0.03%
141
-6
235
$72.7K 0.03%
557
+471
236
$72.2K 0.03%
440
+60
237
$71.8K 0.03%
1,010
+10
238
$71K 0.03%
2,172
-49
239
$70.7K 0.03%
245
240
$70.5K 0.03%
1,072
241
$69.7K 0.03%
773
+400
242
$67.4K 0.03%
1,008
+455
243
$67.4K 0.03%
2,600
244
$67.4K 0.03%
642
-12
245
$66.8K 0.03%
203
246
$65.1K 0.03%
111
+51
247
$64.8K 0.03%
132
+7
248
$64.7K 0.03%
905
+5
249
$63.8K 0.03%
2,195
+61
250
$63.5K 0.03%
220
8 9
10
11 12