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
301
$38K 0.02%
320
+269
302
$36.9K 0.01%
+632
303
$36.5K 0.01%
+800
304
$36.2K 0.01%
668
-78
305
$35.8K 0.01%
534
+296
306
$35.6K 0.01%
391
+266
307
$35.1K 0.01%
820
+667
308
$34.7K 0.01%
200
309
$34.2K 0.01%
375
310
$34.1K 0.01%
169
+2
311
$34.1K 0.01%
66
+7
312
$34.1K 0.01%
286
313
$34K 0.01%
151
+101
314
$33.2K 0.01%
209
+200
315
$33K 0.01%
324
316
$32.5K 0.01%
267
317
$31.8K 0.01%
470
318
$31.8K 0.01%
118
+90
319
$31.3K 0.01%
1,870
+1,595
320
$31.1K 0.01%
1,378
+8
321
$30.5K 0.01%
469
+65
322
$30.3K 0.01%
+65
323
$29.9K 0.01%
500
324
$29.8K 0.01%
372
+200
325
$29.5K 0.01%
7
11 12
13
14 15