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
426
$12.8K 0.01%
130
427
$12.8K 0.01%
66
-30
428
$12.8K 0.01%
85
429
$12.7K 0.01%
100
430
$12.7K 0.01%
122
431
$12.7K 0.01%
222
+41
432
$12.6K 0.01%
539
433
$12.5K ﹤0.01%
100
434
$12.4K ﹤0.01%
16
-1
435
$12.4K ﹤0.01%
55
436
$12.4K ﹤0.01%
195
+13
437
$12.4K ﹤0.01%
172
438
$12.3K ﹤0.01%
300
439
$12K ﹤0.01%
179
+28
440
$11.9K ﹤0.01%
124
441
$11.9K ﹤0.01%
329
-72
442
$11.8K ﹤0.01%
29
+2
443
$11.7K ﹤0.01%
200
444
$11.6K ﹤0.01%
54
445
$11.5K ﹤0.01%
180
446
$11.3K ﹤0.01%
143
-8
447
$11.2K ﹤0.01%
247
-58
448
$11K ﹤0.01%
48
449
$10.8K ﹤0.01%
2,114
+100
450
$10.7K ﹤0.01%
+102
16 17
18
19 20