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
326
$29.4K 0.01%
360
+20
327
$28.9K 0.01%
105
+11
328
$28.3K 0.01%
488
329
$28.2K 0.01%
233
+158
330
$28.2K 0.01%
87
+3
331
$27.8K 0.01%
223
+18
332
$27.7K 0.01%
154
+11
333
$27.2K 0.01%
55
-10
334
$27.2K 0.01%
132
+12
335
$26.7K 0.01%
70
+14
336
$26.6K 0.01%
153
+4
337
$26.5K 0.01%
115
-4
338
$26.3K 0.01%
25
+1
339
$26.3K 0.01%
+415
340
$26.1K 0.01%
1,200
341
$26.1K 0.01%
727
-23
342
$25.7K 0.01%
57
+5
343
$25.5K 0.01%
125
344
$25.3K 0.01%
98
-22
345
$24.8K 0.01%
553
+226
346
$24.6K 0.01%
1,064
+85
347
$24.4K 0.01%
232
+31
348
$24.3K 0.01%
48
-10
349
$24.3K 0.01%
17
-2
350
$24.1K 0.01%
357
-1,267
12 13
14
15 16