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
26
$1.78M 0.7%
6,298
+512
27
$1.75M 0.69%
6,632
+161
28
$1.65M 0.65%
13,647
+3,485
29
$1.62M 0.64%
62,236
+17,432
30
$1.6M 0.63%
17,487
+7
31
$1.57M 0.62%
109,438
+2,333
32
$1.54M 0.61%
7,789
33
$1.51M 0.6%
7,292
+5,428
34
$1.49M 0.59%
15,508
+1,038
35
$1.49M 0.59%
4,206
-24
36
$1.45M 0.57%
3,151
+32
37
$1.41M 0.56%
53,638
-3,706
38
$1.39M 0.55%
8,042
-72,168
39
$1.37M 0.54%
11,319
+54
40
$1.31M 0.52%
10,462
+13
41
$1.31M 0.52%
24,787
+168
42
$1.26M 0.5%
13,145
+199
43
$1.24M 0.49%
4,071
-2
44
$1.23M 0.49%
7,599
+802
45
$1.2M 0.47%
5,686
+159
46
$1.18M 0.47%
6,838
-2,677
47
$1.18M 0.47%
6,919
+3,357
48
$1.17M 0.46%
12,158
+418
49
$1.16M 0.46%
4,202
-84
50
$1.14M 0.45%
5,788
+201
1
2
3 4 5