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
526
$4.79K ﹤0.01%
24
527
$4.73K ﹤0.01%
40
528
$4.72K ﹤0.01%
41
529
$4.71K ﹤0.01%
47
530
$4.7K ﹤0.01%
74
531
$4.67K ﹤0.01%
18
532
$4.66K ﹤0.01%
15
533
$4.65K ﹤0.01%
18
534
$4.64K ﹤0.01%
353
535
$4.63K ﹤0.01%
77
536
$4.6K ﹤0.01%
60
537
$4.6K ﹤0.01%
13
538
$4.53K ﹤0.01%
35
539
$4.53K ﹤0.01%
1,000
540
$4.45K ﹤0.01%
240
541
$4.41K ﹤0.01%
72
542
$4.36K ﹤0.01%
12
543
$4.32K ﹤0.01%
19
544
$4.29K ﹤0.01%
15
545
$4.27K ﹤0.01%
14
546
$4.26K ﹤0.01%
53
547
$4.26K ﹤0.01%
47
548
$4.26K ﹤0.01%
36
549
$4.25K ﹤0.01%
222
550
$4.24K ﹤0.01%
30
20 21
22
23 24