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
251
$46.3K 0.02%
950
252
$45.3K 0.02%
307
253
$45.2K 0.02%
203
254
$42.6K 0.02%
285
255
$42K 0.02%
817
256
$40.3K 0.02%
178
257
$39.4K 0.02%
797
258
$38.8K 0.02%
62
259
$38.6K 0.02%
1,229
260
$38.5K 0.02%
410
261
$38.1K 0.02%
527
262
$36.4K 0.02%
983
263
$36.2K 0.02%
611
264
$36.1K 0.02%
740
265
$35.1K 0.02%
500
266
$34.7K 0.02%
420
267
$34.6K 0.02%
49
268
$34.3K 0.02%
244
269
$33.6K 0.02%
325
270
$33.2K 0.02%
925
271
$32.8K 0.02%
271
272
$32.2K 0.02%
127
273
$31.9K 0.02%
551
274
$31.8K 0.02%
840
275
$31.7K 0.02%
94
9 10
11
12 13