S

Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYY icon
301
Sysco
SYY
$35.6B
$21.1K 0.01%
296
+3
LHX icon
302
L3Harris
LHX
$57.7B
$21.1K 0.01%
61
+29
EQIX icon
303
Equinix
EQIX
$107B
$20.6K 0.01%
21
+10
SHOP icon
304
Shopify
SHOP
$151B
$20.4K 0.01%
172
CIEN icon
305
Ciena
CIEN
$75.7B
$20.2K 0.01%
52
+11
STT icon
306
State Street
STT
$45B
$20.1K 0.01%
159
+5
REGN icon
307
Regeneron Pharmaceuticals
REGN
$65.9B
$20.1K 0.01%
26
HCA icon
308
HCA Healthcare
HCA
$80.3B
$19.9K 0.01%
42
MET icon
309
MetLife
MET
$53.7B
$19.9K 0.01%
281
+220
PNC icon
310
PNC Financial Services
PNC
$91.2B
$19.8K 0.01%
95
ROST icon
311
Ross Stores
ROST
$75.1B
$19.7K 0.01%
91
DGX icon
312
Quest Diagnostics
DGX
$21.7B
$19.6K 0.01%
100
-14
HWM icon
313
Howmet Aerospace
HWM
$99.8B
$19.6K 0.01%
85
+36
EOG icon
314
EOG Resources
EOG
$75B
$19.5K 0.01%
135
+58
HIG icon
315
Hartford Financial Services
HIG
$34.9B
$19.4K 0.01%
143
STX icon
316
Seagate
STX
$210B
$19.2K 0.01%
49
+2
SNOW icon
317
Snowflake
SNOW
$84.6B
$19.2K 0.01%
127
+1
BYD icon
318
Boyd Gaming
BYD
$6.57B
$19.1K 0.01%
232
+165
FANG icon
319
Diamondback Energy
FANG
$57.1B
$19K 0.01%
96
+8
HPQ icon
320
HP
HPQ
$24.1B
$18.9K 0.01%
986
+327
EPD icon
321
Enterprise Products Partners
EPD
$82.6B
$18.9K 0.01%
500
KRG icon
322
Kite Realty
KRG
$5.54B
$18.6K 0.01%
758
+260
MPWR icon
323
Monolithic Power Systems
MPWR
$81.2B
$18.6K 0.01%
17
+1
MUB icon
324
iShares National Muni Bond ETF
MUB
$44.8B
$18.4K 0.01%
+173
MSI icon
325
Motorola Solutions
MSI
$68.2B
$18.3K 0.01%
42
+2