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
551
$4.19K ﹤0.01%
40
552
$4.18K ﹤0.01%
29
553
$4.17K ﹤0.01%
71
554
$4.16K ﹤0.01%
92
555
$4.09K ﹤0.01%
54
556
$4.09K ﹤0.01%
10
557
$4.06K ﹤0.01%
7
558
$4.04K ﹤0.01%
123
559
$4.04K ﹤0.01%
40
560
$4.03K ﹤0.01%
61
561
$4.01K ﹤0.01%
161
562
$4K ﹤0.01%
270
563
$3.99K ﹤0.01%
42
564
$3.99K ﹤0.01%
80
565
$3.97K ﹤0.01%
111
566
$3.95K ﹤0.01%
370
567
$3.95K ﹤0.01%
64
568
$3.91K ﹤0.01%
109
569
$3.88K ﹤0.01%
170
570
$3.87K ﹤0.01%
100
571
$3.83K ﹤0.01%
14
572
$3.81K ﹤0.01%
28
573
$3.8K ﹤0.01%
34
574
$3.78K ﹤0.01%
201
575
$3.77K ﹤0.01%
8
21 22
23
24 25