S

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
$184M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$333K
3 +$314K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$283K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$253K

Sector Composition

1 Technology 5.55%
2 Financials 3.75%
3 Healthcare 2.48%
4 Consumer Discretionary 2.28%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSCI icon
551
MSCI
MSCI
$45B
$7.01K ﹤0.01%
13
+2
CSL icon
552
Carlisle Companies
CSL
$14B
$7.01K ﹤0.01%
21
+7
JHG icon
553
Janus Henderson
JHG
$7.98B
$6.99K ﹤0.01%
136
+15
NBIS
554
Nebius Group N.V.
NBIS
$59.5B
$6.95K ﹤0.01%
67
LKQ icon
555
LKQ Corp
LKQ
$6.44B
$6.87K ﹤0.01%
234
+159
BKH icon
556
Black Hills Corp
BKH
$5.52B
$6.87K ﹤0.01%
99
+89
INSM icon
557
Insmed
INSM
$22.1B
$6.87K ﹤0.01%
42
+14
FBTC icon
558
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$6.82K ﹤0.01%
116
MOS icon
559
The Mosaic Company
MOS
$7.2B
$6.81K ﹤0.01%
267
+149
NVO
560
Novo Nordisk
NVO
$193B
$6.76K ﹤0.01%
178
CAH icon
561
Cardinal Health
CAH
$47.9B
$6.76K ﹤0.01%
32
+4
SON icon
562
Sonoco
SON
$4.75B
$6.76K ﹤0.01%
125
+109
IFF icon
563
International Flavors & Fragrances
IFF
$18.8B
$6.76K ﹤0.01%
93
+32
J icon
564
Jacobs Solutions
J
$14.6B
$6.75K ﹤0.01%
53
+15
NVT icon
565
nVent Electric
NVT
$26.9B
$6.74K ﹤0.01%
57
+40
RRC icon
566
Range Resources
RRC
$9.4B
$6.73K ﹤0.01%
149
EXPE icon
567
Expedia Group
EXPE
$27.9B
$6.7K ﹤0.01%
29
+4
AES icon
568
AES
AES
$10.5B
$6.69K ﹤0.01%
475
+264
ZBRA icon
569
Zebra Technologies
ZBRA
$11.4B
$6.69K ﹤0.01%
32
+1
SOFI icon
570
SoFi Technologies
SOFI
$21B
$6.69K ﹤0.01%
421
+168
GEF icon
571
Greif
GEF
$3.64B
$6.64K ﹤0.01%
99
+66
CBT icon
572
Cabot Corp
CBT
$4.28B
$6.55K ﹤0.01%
87
+77
ELAN icon
573
Elanco Animal Health
ELAN
$12.2B
$6.53K ﹤0.01%
273
OHI icon
574
Omega Healthcare
OHI
$13.1B
$6.53K ﹤0.01%
149
+128
LFUS icon
575
Littelfuse
LFUS
$11.7B
$6.45K ﹤0.01%
19