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
551
$7.1K ﹤0.01%
67
552
$7.05K ﹤0.01%
84
553
$7.02K ﹤0.01%
26
-8
554
$7.01K ﹤0.01%
90
555
$6.97K ﹤0.01%
+59
556
$6.89K ﹤0.01%
51
557
$6.87K ﹤0.01%
364
558
$6.82K ﹤0.01%
44
-52
559
$6.76K ﹤0.01%
23
560
$6.75K ﹤0.01%
96
-29
561
$6.71K ﹤0.01%
250
562
$6.67K ﹤0.01%
167
563
$6.67K ﹤0.01%
18
+3
564
$6.6K ﹤0.01%
46
565
$6.56K ﹤0.01%
40
566
$6.48K ﹤0.01%
18
567
$6.43K ﹤0.01%
91
568
$6.41K ﹤0.01%
157
+71
569
$6.39K ﹤0.01%
176
570
$6.39K ﹤0.01%
137
-26
571
$6.34K ﹤0.01%
196
+88
572
$6.24K ﹤0.01%
25
-5
573
$6.23K ﹤0.01%
+300
574
$6.22K ﹤0.01%
85
575
$6.2K ﹤0.01%
103
21 22
23
24 25