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
376
$12.4K 0.01%
400
377
$12.4K 0.01%
154
378
$12.4K 0.01%
147
379
$12.3K 0.01%
14
380
$12.3K 0.01%
48
381
$12.2K 0.01%
119
382
$12.2K 0.01%
142
383
$12.1K 0.01%
31
384
$12K 0.01%
19
385
$11.9K 0.01%
613
386
$11.6K 0.01%
130
387
$11.5K 0.01%
83
388
$11.5K 0.01%
149
389
$11.4K 0.01%
293
390
$11.3K 0.01%
78
391
$11.3K 0.01%
325
392
$11.2K 0.01%
64
393
$11.2K 0.01%
82
394
$11.1K 0.01%
1,229
395
$11.1K 0.01%
300
396
$11K 0.01%
114
397
$10.9K 0.01%
82
398
$10.8K 0.01%
121
399
$10.7K 0.01%
37
400
$10.7K 0.01%
56
14 15
16
17 18