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 Buys

1
+$1.49K
2
+$1.49K
3
+$955
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$696
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$556

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
351
$14.4K 0.01%
60
352
$14.3K 0.01%
101
353
$14.3K 0.01%
46
354
$14.3K 0.01%
28
355
$14.3K 0.01%
109
356
$14.2K 0.01%
283
357
$14K 0.01%
260
358
$13.9K 0.01%
419
359
$13.8K 0.01%
89
360
$13.8K 0.01%
65
361
$13.4K 0.01%
172
362
$13.4K 0.01%
787
363
$13.3K 0.01%
221
364
$13.3K 0.01%
480
365
$13.2K 0.01%
228
366
$13.2K 0.01%
42
367
$13.1K 0.01%
174
368
$12.9K 0.01%
224
369
$12.8K 0.01%
256
370
$12.8K 0.01%
29
371
$12.6K 0.01%
853
372
$12.6K 0.01%
90
373
$12.6K 0.01%
260
374
$12.4K 0.01%
147
375
$12.4K 0.01%
31
13 14
15
16 17