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
476
$6.74K ﹤0.01%
553
477
$6.73K ﹤0.01%
163
478
$6.72K ﹤0.01%
182
479
$6.56K ﹤0.01%
43
480
$6.46K ﹤0.01%
17
481
$6.45K ﹤0.01%
85
482
$6.43K ﹤0.01%
74
483
$6.38K ﹤0.01%
56
484
$6.25K ﹤0.01%
86
485
$6.24K ﹤0.01%
205
486
$6.19K ﹤0.01%
86
487
$6.17K ﹤0.01%
72
488
$6.13K ﹤0.01%
134
489
$6.08K ﹤0.01%
189
490
$6K ﹤0.01%
26
491
$5.97K ﹤0.01%
140
492
$5.95K ﹤0.01%
171
493
$5.85K ﹤0.01%
33
494
$5.83K ﹤0.01%
15
495
$5.83K ﹤0.01%
102
496
$5.82K ﹤0.01%
115
497
$5.8K ﹤0.01%
118
498
$5.76K ﹤0.01%
85
499
$5.75K ﹤0.01%
50
500
$5.73K ﹤0.01%
47
18 19
20
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