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
276
$48.8K 0.02%
780
-134
277
$48.7K 0.02%
2,000
-700
278
$48.6K 0.02%
2,000
-700
279
$48.5K 0.02%
379
+300
280
$48.4K 0.02%
433
281
$47.5K 0.02%
100
+66
282
$47.4K 0.02%
53
+11
283
$47.4K 0.02%
458
+441
284
$47.2K 0.02%
563
-55
285
$46.1K 0.02%
73
+2
286
$45K 0.02%
1,209
-10
287
$44.8K 0.02%
201
-9
288
$43.6K 0.02%
171
+88
289
$43.5K 0.02%
159
-5
290
$42.2K 0.02%
706
-31
291
$41.6K 0.02%
500
292
$41.6K 0.02%
938
+9
293
$41.6K 0.02%
338
-35
294
$41.3K 0.02%
1,006
295
$41K 0.02%
840
296
$40.4K 0.02%
65
-3
297
$40.1K 0.02%
954
298
$40K 0.02%
+48
299
$39.8K 0.02%
552
-108
300
$38.2K 0.02%
1,150
+200
10 11
12
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