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
451
$8.14K ﹤0.01%
1,055
452
$8.13K ﹤0.01%
167
453
$8.09K ﹤0.01%
135
454
$8.05K ﹤0.01%
53
455
$7.91K ﹤0.01%
73
456
$7.81K ﹤0.01%
25
457
$7.77K ﹤0.01%
14
458
$7.71K ﹤0.01%
181
459
$7.7K ﹤0.01%
5,000
460
$7.62K ﹤0.01%
206
461
$7.58K ﹤0.01%
97
462
$7.53K ﹤0.01%
5
463
$7.5K ﹤0.01%
129
464
$7.38K ﹤0.01%
161
465
$7.35K ﹤0.01%
144
466
$7.22K ﹤0.01%
900
467
$7.18K ﹤0.01%
44
468
$7.15K ﹤0.01%
123
469
$7.07K ﹤0.01%
176
470
$6.98K ﹤0.01%
34
471
$6.87K ﹤0.01%
500
472
$6.81K ﹤0.01%
25
473
$6.8K ﹤0.01%
36
474
$6.78K ﹤0.01%
62
475
$6.78K ﹤0.01%
127
17 18
19
20 21