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
401
$15K 0.01%
64
402
$15K 0.01%
156
-28
403
$14.9K 0.01%
92
-13
404
$14.8K 0.01%
706
405
$14.7K 0.01%
116
+5
406
$14.6K 0.01%
661
+400
407
$14.6K 0.01%
461
408
$14.5K 0.01%
26
-13
409
$14.3K 0.01%
+5,000
410
$14.2K 0.01%
2,000
411
$14.1K 0.01%
159
412
$14K 0.01%
27
+1
413
$14K 0.01%
161
414
$13.9K 0.01%
15
415
$13.9K 0.01%
92
+15
416
$13.8K 0.01%
105
-15
417
$13.5K 0.01%
108
418
$13.4K 0.01%
117
+34
419
$13.2K 0.01%
89
+14
420
$13.1K 0.01%
378
-138
421
$13K 0.01%
29
-3
422
$13K 0.01%
162
-13
423
$13K 0.01%
97
424
$12.9K 0.01%
134
-28
425
$12.8K 0.01%
260
15 16
17
18 19