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
426
$9.14K ﹤0.01%
57
427
$9.13K ﹤0.01%
64
428
$9.09K ﹤0.01%
40
429
$9.05K ﹤0.01%
115
430
$8.98K ﹤0.01%
34
431
$8.98K ﹤0.01%
67
432
$8.95K ﹤0.01%
120
433
$8.92K ﹤0.01%
75
434
$8.87K ﹤0.01%
110
435
$8.85K ﹤0.01%
5,000
436
$8.83K ﹤0.01%
65
437
$8.75K ﹤0.01%
37
438
$8.7K ﹤0.01%
420
439
$8.7K ﹤0.01%
182
440
$8.64K ﹤0.01%
332
441
$8.55K ﹤0.01%
94
442
$8.53K ﹤0.01%
112
443
$8.51K ﹤0.01%
71
444
$8.42K ﹤0.01%
159
445
$8.38K ﹤0.01%
100
446
$8.35K ﹤0.01%
378
447
$8.34K ﹤0.01%
2,014
448
$8.31K ﹤0.01%
67
449
$8.28K ﹤0.01%
281
450
$8.24K ﹤0.01%
40
16 17
18
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