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
451
$10.7K ﹤0.01%
12
452
$10.6K ﹤0.01%
96
453
$10.6K ﹤0.01%
301
+100
454
$10.5K ﹤0.01%
440
+45
455
$10.5K ﹤0.01%
107
-27
456
$10.5K ﹤0.01%
107
-6
457
$10.5K ﹤0.01%
110
+6
458
$10.4K ﹤0.01%
73
459
$10.4K ﹤0.01%
100
460
$10.4K ﹤0.01%
115
461
$10.2K ﹤0.01%
25
-7
462
$10.2K ﹤0.01%
139
463
$10.1K ﹤0.01%
193
-51
464
$10K ﹤0.01%
112
465
$9.88K ﹤0.01%
115
-7
466
$9.84K ﹤0.01%
+308
467
$9.8K ﹤0.01%
2,094
+2,009
468
$9.71K ﹤0.01%
97
469
$9.65K ﹤0.01%
66
470
$9.63K ﹤0.01%
115
471
$9.61K ﹤0.01%
59
-2
472
$9.54K ﹤0.01%
+50
473
$9.52K ﹤0.01%
178
+18
474
$9.46K ﹤0.01%
65
475
$9.46K ﹤0.01%
26
17 18
19
20 21