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
+$714K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.53M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$719K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$328K

Top Sells

1
+$894K
2
+$426K
3
+$359K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$216K
5
CVS icon
CVS Health
CVS
+$161K

Sector Composition

1 Technology 11.61%
2 Financials 3.7%
3 Healthcare 3.43%
4 Consumer Discretionary 3.06%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.5K 0.01%
1,844
352
$21.5K 0.01%
281
+22
353
$21.4K 0.01%
97
-1
354
$21.3K 0.01%
50
355
$21.2K 0.01%
103
-51
356
$21K 0.01%
71
-34
357
$20.7K 0.01%
61
-9
358
$20.7K 0.01%
185
+107
359
$20.6K 0.01%
420
+15
360
$19.5K 0.01%
914
+31
361
$19.4K 0.01%
40
-8
362
$19.4K 0.01%
291
+200
363
$19.4K 0.01%
96
+2
364
$19.3K 0.01%
108
365
$19.2K 0.01%
+168
366
$19.1K 0.01%
99
+4
367
$18.9K 0.01%
853
368
$18.8K 0.01%
58
+19
369
$18.5K 0.01%
147
370
$18.4K 0.01%
113
-56
371
$18.3K 0.01%
79
+4
372
$18.3K 0.01%
667
+6
373
$18.1K 0.01%
2,085
-9
374
$17.7K 0.01%
31
-24
375
$17.2K 0.01%
156
13 14
15
16 17