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
251
$62.6K 0.02%
+406
252
$59.4K 0.02%
708
+351
253
$59.4K 0.02%
219
+14
254
$59.3K 0.02%
199
+96
255
$58.6K 0.02%
246
-11
256
$57.7K 0.02%
1,095
+4
257
$57.6K 0.02%
+4,000
258
$57.3K 0.02%
500
259
$57.2K 0.02%
788
260
$57.1K 0.02%
+405
261
$56.3K 0.02%
208
-6
262
$56.2K 0.02%
304
+206
263
$55.8K 0.02%
187
+172
264
$55.5K 0.02%
1,182
+166
265
$53K 0.02%
209
266
$52.4K 0.02%
408
+124
267
$52.2K 0.02%
1,256
-13,577
268
$51.9K 0.02%
438
-35
269
$51.1K 0.02%
2,000
-700
270
$50.4K 0.02%
845
271
$50.2K 0.02%
2,000
272
$50.1K 0.02%
129
-8
273
$49.9K 0.02%
433
+108
274
$49.8K 0.02%
3,038
+517
275
$49.2K 0.02%
285
9 10
11
12 13