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 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
326
$18.1K 0.01%
263
327
$18.1K 0.01%
7
328
$18.1K 0.01%
748
329
$18K 0.01%
148
330
$17.8K 0.01%
463
331
$17.8K 0.01%
125
332
$17.5K 0.01%
72
333
$17K 0.01%
71
334
$17K 0.01%
989
335
$16.7K 0.01%
479
336
$16.5K 0.01%
301
337
$16.2K 0.01%
255
338
$15.9K 0.01%
343
339
$15.9K 0.01%
484
340
$15.8K 0.01%
141
341
$15.7K 0.01%
104
342
$15.5K 0.01%
355
343
$15.5K 0.01%
85
344
$15.4K 0.01%
53
345
$15.3K 0.01%
162
346
$15.2K 0.01%
15
347
$14.8K 0.01%
737
348
$14.7K 0.01%
27
349
$14.7K 0.01%
449
350
$14.5K 0.01%
751