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
$269M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Sells

1 +$960K
2 +$594K
3 +$314K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$307K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$279K

Sector Composition

1 Technology 11.41%
2 Financials 3.83%
3 Healthcare 2.91%
4 Consumer Discretionary 2.58%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17.9K 0.01%
659
377
$17.9K 0.01%
42
378
$17.3K 0.01%
60
379
$17.2K 0.01%
66
+25
380
$17.2K 0.01%
1,792
381
$16.9K 0.01%
122
382
$16.8K 0.01%
96
383
$16.7K 0.01%
248
384
$16.7K 0.01%
1,026
-103
385
$16.4K 0.01%
119
386
$16.3K 0.01%
29
+13
387
$16.2K 0.01%
54
388
$16.2K 0.01%
215
389
$15.4K 0.01%
252
390
$15.2K 0.01%
576
+88
391
$15.1K 0.01%
300
-413
392
$15.1K 0.01%
24
393
$15.1K 0.01%
21
394
$15K 0.01%
342
395
$14.8K 0.01%
85
396
$14.7K 0.01%
16
+3
397
$14.7K 0.01%
56
398
$14.6K 0.01%
216
399
$14.6K 0.01%
67
400
$14.6K 0.01%
64
+17