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
276
$31.2K 0.01%
403
277
$29.8K 0.01%
500
278
$29.7K 0.01%
366
279
$29.6K 0.01%
950
280
$29.2K 0.01%
154
281
$28.9K 0.01%
225
282
$28.7K 0.01%
153
283
$28.6K 0.01%
275
284
$27.5K 0.01%
153
285
$27.4K 0.01%
100
286
$27.2K 0.01%
234
287
$27.1K 0.01%
121
288
$26.9K 0.01%
58
289
$26.6K 0.01%
109
290
$26.3K 0.01%
236
291
$25.7K 0.01%
971
292
$25K 0.01%
683
293
$24.9K 0.01%
54
294
$24.8K 0.01%
156
295
$22.4K 0.01%
3,500
296
$22.2K 0.01%
229
297
$22.1K 0.01%
43
298
$22.1K 0.01%
1,200
299
$21.6K 0.01%
1,011
300
$21.5K 0.01%
1,000
10 11
12
13 14