S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
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
526
$7.82K ﹤0.01%
35
527
$7.79K ﹤0.01%
230
528
$7.79K ﹤0.01%
49
+30
529
$7.78K ﹤0.01%
4
530
$7.77K ﹤0.01%
736
-82
531
$7.75K ﹤0.01%
62
-13
532
$7.74K ﹤0.01%
57
+12
533
$7.69K ﹤0.01%
228
+16
534
$7.68K ﹤0.01%
99
+65
535
$7.62K ﹤0.01%
60
536
$7.6K ﹤0.01%
40
-6
537
$7.6K ﹤0.01%
27
538
$7.59K ﹤0.01%
28
-2
539
$7.53K ﹤0.01%
72
540
$7.52K ﹤0.01%
16
-14
541
$7.5K ﹤0.01%
5
542
$7.44K ﹤0.01%
77
543
$7.32K ﹤0.01%
73
544
$7.32K ﹤0.01%
73
545
$7.25K ﹤0.01%
135
546
$7.24K ﹤0.01%
85
547
$7.24K ﹤0.01%
21
548
$7.17K ﹤0.01%
66
549
$7.14K ﹤0.01%
133
550
$7.12K ﹤0.01%
60
20 21
22
23 24