S

Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMB icon
376
Kimberly-Clark
KMB
$31.4B
$13.4K 0.01%
139
+52
PPL icon
377
PPL Corp
PPL
$26.5B
$13.3K 0.01%
349
+180
EVRG icon
378
Evergy
EVRG
$18.9B
$13.3K 0.01%
162
+143
NTAP icon
379
NetApp
NTAP
$35.3B
$13.3K 0.01%
130
+18
DOV icon
380
Dover
DOV
$28.7B
$13.1K 0.01%
63
+3
AEP icon
381
American Electric Power
AEP
$69.5B
$13.1K 0.01%
100
ARE icon
382
Alexandria Real Estate Equities
ARE
$9.26B
$13K 0.01%
276
+209
CVNA icon
383
Carvana
CVNA
$47.4B
$12.9K 0.01%
205
-10
EA icon
384
Electronic Arts
EA
$51B
$12.8K 0.01%
63
-1
BIIB icon
385
Biogen
BIIB
$29B
$12.8K 0.01%
70
NNN icon
386
NNN REIT
NNN
$8.37B
$12.8K 0.01%
305
+278
FTNT icon
387
Fortinet
FTNT
$110B
$12.7K 0.01%
156
+38
FISV
388
Fiserv Inc
FISV
$30B
$12.7K 0.01%
228
+151
ALAB icon
389
Astera Labs
ALAB
$61.4B
$12.7K 0.01%
116
+73
NSC icon
390
Norfolk Southern
NSC
$69B
$12.6K 0.01%
44
+6
RF icon
391
Regions Financial
RF
$24.3B
$12.6K 0.01%
483
-3
NXPI icon
392
NXP Semiconductors
NXPI
$81.4B
$12.6K 0.01%
64
EQT icon
393
EQT Corp
EQT
$34.6B
$12.5K 0.01%
197
-43
CDNS icon
394
Cadence Design Systems
CDNS
$114B
$12.5K 0.01%
45
+15
HOOD icon
395
Robinhood
HOOD
$79.5B
$12.5K 0.01%
180
+6
DASH icon
396
DoorDash
DASH
$69.7B
$12.5K 0.01%
83
+11
WDC icon
397
Western Digital
WDC
$198B
$12.4K 0.01%
46
+16
TMHC icon
398
Taylor Morrison
TMHC
$6.58B
$12.3K 0.01%
212
+109
JLL icon
399
Jones Lang LaSalle
JLL
$13.9B
$12.2K 0.01%
40
+15
RCL icon
400
Royal Caribbean
RCL
$78.7B
$12.1K 0.01%
44
-2