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
401
$10.6K 0.01%
423
402
$10.6K 0.01%
146
403
$10.5K 0.01%
23
404
$10.4K ﹤0.01%
83
405
$10.3K ﹤0.01%
105
406
$10.3K ﹤0.01%
133
407
$10.2K ﹤0.01%
86
408
$10.2K ﹤0.01%
100
409
$9.95K ﹤0.01%
143
410
$9.95K ﹤0.01%
291
411
$9.91K ﹤0.01%
57
412
$9.71K ﹤0.01%
1,750
413
$9.64K ﹤0.01%
100
414
$9.62K ﹤0.01%
50
415
$9.57K ﹤0.01%
100
416
$9.56K ﹤0.01%
71
417
$9.44K ﹤0.01%
370
418
$9.44K ﹤0.01%
122
419
$9.32K ﹤0.01%
70
420
$9.27K ﹤0.01%
67
421
$9.25K ﹤0.01%
813
422
$9.24K ﹤0.01%
70
423
$9.24K ﹤0.01%
184
424
$9.23K ﹤0.01%
250
425
$9.15K ﹤0.01%
600
15 16
17
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