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
376
$19.2K 0.01%
720
-21
377
$19.1K 0.01%
134
+5
378
$18.9K 0.01%
750
379
$18.9K 0.01%
201
+103
380
$18.8K 0.01%
65
+30
381
$18.6K 0.01%
124
382
$18.1K 0.01%
234
383
$18.1K 0.01%
259
-59
384
$18.1K 0.01%
883
+1
385
$18K 0.01%
95
386
$17.4K 0.01%
288
387
$17.4K 0.01%
245
-245
388
$16.9K 0.01%
98
-36
389
$16.8K 0.01%
143
390
$16.8K 0.01%
60
-4
391
$16.6K 0.01%
151
+9
392
$16.5K 0.01%
75
+5
393
$16.5K 0.01%
277
394
$16K 0.01%
108
+6
395
$15.9K 0.01%
400
396
$15.9K 0.01%
480
397
$15.7K 0.01%
500
+400
398
$15.5K 0.01%
633
+117
399
$15.4K 0.01%
195
+9
400
$15K 0.01%
36
-7
14 15
16
17 18