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
$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
26
$1.38M 0.66%
9,438
27
$1.36M 0.64%
7,965
28
$1.35M 0.64%
107,105
29
$1.27M 0.6%
4,276
30
$1.24M 0.59%
4,484
-17,931
31
$1.22M 0.58%
32,461
32
$1.2M 0.57%
44,987
33
$1.19M 0.57%
3,349
34
$1.19M 0.56%
24,829
35
$1.18M 0.56%
7,783
36
$1.13M 0.54%
13,394
37
$1.1M 0.52%
4,712
38
$1.1M 0.52%
5,150
39
$1.07M 0.51%
4,279
40
$1.05M 0.5%
11,660
41
$1.04M 0.49%
2,043
42
$1.01M 0.48%
6,438
43
$903K 0.43%
8,262
44
$899K 0.43%
15,864
45
$893K 0.42%
12,696
46
$888K 0.42%
7,950
47
$883K 0.42%
10,494
48
$869K 0.41%
10,157
49
$868K 0.41%
9,601
50
$852K 0.4%
5,011
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