S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.19M
3 +$778K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$735K
5
IYH icon
iShares US Healthcare ETF
IYH
+$585K

Top Sells

1 +$2.36M
2 +$1.66M
3 +$1.66M
4
FMAT icon
Fidelity MSCI Materials Index ETF
FMAT
+$1.17M
5
TXN icon
Texas Instruments
TXN
+$1.09M

Sector Composition

1 Technology 11.05%
2 Financials 3.74%
3 Healthcare 2.89%
4 Consumer Discretionary 2.59%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOOD icon
376
Robinhood
HOOD
$129B
$15.8K 0.01%
169
-58
KEYS icon
377
Keysight
KEYS
$29.4B
$15.7K 0.01%
96
+47
HPE icon
378
Hewlett Packard
HPE
$32.3B
$15.7K 0.01%
767
-116
BK icon
379
Bank of New York Mellon
BK
$74.9B
$15.7K 0.01%
172
ABNB icon
380
Airbnb
ABNB
$78.3B
$15.6K 0.01%
118
+2
PAYX icon
381
Paychex
PAYX
$42.8B
$15.6K 0.01%
107
+10
MNST icon
382
Monster Beverage
MNST
$65.9B
$15.5K 0.01%
248
+22
NEM icon
383
Newmont
NEM
$88.4B
$15.3K 0.01%
263
+107
CMG icon
384
Chipotle Mexican Grill
CMG
$54.3B
$15K 0.01%
267
+117
ED icon
385
Consolidated Edison
ED
$35.3B
$14.8K 0.01%
147
+3
NET icon
386
Cloudflare
NET
$78B
$14.5K 0.01%
74
+23
CVNA icon
387
Carvana
CVNA
$50.6B
$14.5K 0.01%
43
-3
HII icon
388
Huntington Ingalls Industries
HII
$11.7B
$14.5K 0.01%
60
-2
PTON icon
389
Peloton Interactive
PTON
$3.19B
$14.5K 0.01%
2,085
EQT icon
390
EQT Corp
EQT
$32.5B
$14K 0.01%
240
GEHC icon
391
GE HealthCare
GEHC
$35.5B
$13.9K 0.01%
187
+8
HIFS icon
392
Hingham Institution for Saving
HIFS
$624M
$13.8K 0.01%
56
NSC icon
393
Norfolk Southern
NSC
$62.9B
$13.8K 0.01%
54
+17
WMB icon
394
Williams Companies
WMB
$70.3B
$13.6K 0.01%
217
+22
MRNA icon
395
Moderna
MRNA
$9.87B
$13.6K 0.01%
494
-81
TOL icon
396
Toll Brothers
TOL
$13.2B
$13.6K 0.01%
119
-4
JBL icon
397
Jabil
JBL
$23.4B
$13.3K 0.01%
61
+42
MLM icon
398
Martin Marietta Materials
MLM
$37.5B
$13.2K 0.01%
24
+13
RBLX icon
399
Roblox
RBLX
$92.5B
$12.8K 0.01%
122
LMBS icon
400
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$12.8K 0.01%
260