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Sachetta Portfolio holdings

AUM $184M
1-Year Est. Return 20.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$896K
3
+$883K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$612K
5
INDB icon
Independent Bank
INDB
+$484K

Top Sells

1
+$22.1M
2
+$5.72M
3
+$4.75M
4
AAPL icon
Apple
AAPL
+$4.6M
5
MSFT icon
Microsoft
MSFT
+$3.17M

Sector Composition

1 Technology 5.97%
2 Financials 3.64%
3 Consumer Discretionary 2.34%
4 Healthcare 2.29%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
501
M&T Bank
MTB
$34.7B
$6.04K ﹤0.01%
30
+11
AAL icon
502
American Airlines Group
AAL
$11.8B
$6.01K ﹤0.01%
392
-500
PSA icon
503
Public Storage
PSA
$57B
$5.97K ﹤0.01%
23
-10
PPL
504
PPL Corp
PPL
$27.9B
$5.92K ﹤0.01%
169
FN icon
505
Fabrinet
FN
$18.8B
$5.92K ﹤0.01%
13
L icon
506
Loews
L
$23.3B
$5.9K ﹤0.01%
56
LITE icon
507
Lumentum
LITE
$63.6B
$5.9K ﹤0.01%
16
TTWO icon
508
Take-Two Interactive
TTWO
$44.3B
$5.89K ﹤0.01%
23
-4
XEL icon
509
Xcel Energy
XEL
$51.3B
$5.83K ﹤0.01%
79
JHG icon
510
Janus Henderson
JHG
$8B
$5.76K ﹤0.01%
121
CAH icon
511
Cardinal Health
CAH
$55.7B
$5.75K ﹤0.01%
28
LPLA icon
512
LPL Financial
LPLA
$21.5B
$5.71K ﹤0.01%
16
BYD icon
513
Boyd Gaming
BYD
$6.67B
$5.71K ﹤0.01%
67
CHRW icon
514
C.H. Robinson
CHRW
$21.1B
$5.63K ﹤0.01%
35
AMTM
515
Amentum Holdings
AMTM
$4.95B
$5.63K ﹤0.01%
194
QTUM icon
516
Defiance Quantum ETF
QTUM
$5.92B
$5.62K ﹤0.01%
51
NBIS
517
Nebius Group N.V.
NBIS
$61B
$5.61K ﹤0.01%
67
FBIN icon
518
Fortune Brands Innovations
FBIN
$5.48B
$5.6K ﹤0.01%
112
FIS icon
519
Fidelity National Information Services
FIS
$19.9B
$5.58K ﹤0.01%
84
+6
CAG icon
520
Conagra Brands
CAG
$6.74B
$5.57K ﹤0.01%
322
+292
BP icon
521
BP
BP
$95.6B
$5.53K ﹤0.01%
159
+59
OKE icon
522
Oneok
OKE
$56.2B
$5.44K ﹤0.01%
74
-420
SPYX icon
523
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.69B
$5.43K ﹤0.01%
97
-33
INDA icon
524
iShares MSCI India ETF
INDA
$6.92B
$5.41K ﹤0.01%
100
AMP icon
525
Ameriprise Financial
AMP
$40.7B
$5.39K ﹤0.01%
11
19 20
21
22 23