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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
$183M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$896K
3 +$883K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$612K
5
INDB icon
Independent Bank
INDB
+$484K

Top Sells

1 +$22.1M
2 +$5.72M
3 +$4.75M
4
AAPL icon
Apple
AAPL
+$4.6M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Sector Composition

1 Technology 5.97%
2 Financials 3.64%
3 Consumer Discretionary 2.34%
4 Healthcare 2.29%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WELL icon
301
Welltower
WELL
$160B
$19.1K 0.01%
103
-345
IBIT icon
302
iShares Bitcoin Trust
IBIT
$45.1B
$19.1K 0.01%
384
MNST icon
303
Monster Beverage
MNST
$94.3B
$19K 0.01%
248
FITB
304
Fifth Third Bancorp
FITB
$51B
$18.7K 0.01%
396
-52
DLR icon
305
Digital Realty Trust
DLR
$67.8B
$18.4K 0.01%
119
HPE icon
306
Hewlett Packard
HPE
$57.9B
$18.4K 0.01%
767
CVNA icon
307
Carvana
CVNA
$44.7B
$18.1K 0.01%
215
ANET icon
308
Arista Networks
ANET
$198B
$18.1K 0.01%
138
-60
IONQ icon
309
IonQ
IONQ
$18.4B
$17.9K 0.01%
400
NET icon
310
Cloudflare
NET
$84.2B
$16.8K 0.01%
85
ROST icon
311
Ross Stores
ROST
$68.4B
$16.4K 0.01%
91
+14
DASH icon
312
DoorDash
DASH
$79.8B
$16.3K 0.01%
72
APD icon
313
Air Products & Chemicals
APD
$61.9B
$16.1K 0.01%
65
-153
EPD icon
314
Enterprise Products Partners
EPD
$79.1B
$16K 0.01%
500
+300
CRSP icon
315
CRISPR Therapeutics
CRSP
$5.41B
$16K 0.01%
305
HIFS icon
316
Hingham Institution for Saving
HIFS
$678M
$15.9K 0.01%
56
WM icon
317
Waste Management
WM
$90.6B
$15.6K 0.01%
71
-25
BX icon
318
Blackstone
BX
$141B
$15.6K 0.01%
101
-2,110
LUMN icon
319
Lumen
LUMN
$8.32B
$15.5K 0.01%
2,000
MSI icon
320
Motorola Solutions
MSI
$66.9B
$15.4K 0.01%
40
-5
MLM icon
321
Martin Marietta Materials
MLM
$37B
$14.9K 0.01%
24
CTSH icon
322
Cognizant
CTSH
$18.9B
$14.9K 0.01%
179
+62
GSK icon
323
GSK
GSK
$105B
$14.7K 0.01%
300
HPQ icon
324
HP
HPQ
$20.9B
$14.7K 0.01%
659
MPWR icon
325
Monolithic Power Systems
MPWR
$64.5B
$14.5K 0.01%
16