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
501
$5.69K ﹤0.01%
66
502
$5.63K ﹤0.01%
84
503
$5.59K ﹤0.01%
90
504
$5.58K ﹤0.01%
275
505
$5.55K ﹤0.01%
99
506
$5.54K ﹤0.01%
265
507
$5.39K ﹤0.01%
177
-58
508
$5.23K ﹤0.01%
58
509
$5.23K ﹤0.01%
103
510
$5.22K ﹤0.01%
109
511
$5.22K ﹤0.01%
143
512
$5.22K ﹤0.01%
120
513
$5.15K ﹤0.01%
77
514
$5.12K ﹤0.01%
89
515
$5.08K ﹤0.01%
40
516
$5.04K ﹤0.01%
15
517
$5K ﹤0.01%
112
518
$4.99K ﹤0.01%
124
519
$4.97K ﹤0.01%
62
520
$4.96K ﹤0.01%
400
521
$4.94K ﹤0.01%
39
522
$4.86K ﹤0.01%
63
523
$4.83K ﹤0.01%
43
524
$4.83K ﹤0.01%
6
525
$4.8K ﹤0.01%
335
19 20
21
22 23