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
476
$9.37K ﹤0.01%
3,092
477
$9.33K ﹤0.01%
64
478
$9.33K ﹤0.01%
129
+100
479
$9.27K ﹤0.01%
392
+60
480
$9.23K ﹤0.01%
157
+33
481
$9.2K ﹤0.01%
1,055
482
$9.2K ﹤0.01%
37
483
$9.15K ﹤0.01%
114
-13
484
$9.15K ﹤0.01%
5,000
485
$9.12K ﹤0.01%
109
486
$9.1K ﹤0.01%
18
-6
487
$9.05K ﹤0.01%
42
488
$9.01K ﹤0.01%
853
489
$8.94K ﹤0.01%
144
490
$8.93K ﹤0.01%
34
-3
491
$8.9K ﹤0.01%
195
492
$8.87K ﹤0.01%
50
493
$8.86K ﹤0.01%
89
-1
494
$8.84K ﹤0.01%
174
+50
495
$8.82K ﹤0.01%
99
+25
496
$8.79K ﹤0.01%
240
+61
497
$8.78K ﹤0.01%
100
498
$8.75K ﹤0.01%
185
499
$8.74K ﹤0.01%
190
+1
500
$8.73K ﹤0.01%
+300
18 19
20
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