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
351
$23.9K 0.01%
366
-73
352
$23.8K 0.01%
300
-68
353
$23.4K 0.01%
1,593
354
$23.3K 0.01%
412
-190
355
$23.2K 0.01%
255
356
$23.1K 0.01%
95
357
$23K 0.01%
1,844
358
$22.7K 0.01%
147
359
$22.1K 0.01%
7
360
$21.7K 0.01%
3,500
361
$21.6K 0.01%
154
-23
362
$21.5K 0.01%
104
363
$21.2K 0.01%
50
364
$21.1K 0.01%
61
365
$21K 0.01%
280
-58
366
$21K 0.01%
147
367
$20.7K 0.01%
479
368
$20.4K 0.01%
405
+4
369
$20.3K 0.01%
313
-65
370
$20.2K 0.01%
259
+210
371
$20.1K 0.01%
279
+11
372
$19.5K 0.01%
71
+41
373
$19.5K 0.01%
94
-54
374
$19.5K 0.01%
129
-117
375
$19.3K 0.01%
248
-4
13 14
15
16 17