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
$269M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Sells

1 +$997K
2 +$623K
3 +$356K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$319K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$281K

Sector Composition

1 Technology 11.42%
2 Financials 3.82%
3 Healthcare 2.91%
4 Consumer Discretionary 2.58%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
L icon
576
Loews
L
$21.3B
$5.62K ﹤0.01%
56
RRC icon
577
Range Resources
RRC
$9.61B
$5.61K ﹤0.01%
149
TPR icon
578
Tapestry
TPR
$23.6B
$5.55K ﹤0.01%
49
PINS icon
579
Pinterest
PINS
$18.2B
$5.53K ﹤0.01%
172
DTE icon
580
DTE Energy
DTE
$27.4B
$5.52K ﹤0.01%
39
LUV icon
581
Southwest Airlines
LUV
$19.4B
$5.52K ﹤0.01%
173
ELAN icon
582
Elanco Animal Health
ELAN
$10.9B
$5.5K ﹤0.01%
273
AVT icon
583
Avnet
AVT
$4.02B
$5.49K ﹤0.01%
105
DOCS icon
584
Doximity
DOCS
$9.59B
$5.49K ﹤0.01%
75
EQIX icon
585
Equinix
EQIX
$73.4B
$5.48K ﹤0.01%
7
-2
SYF icon
586
Synchrony
SYF
$29B
$5.47K ﹤0.01%
77
DHI icon
587
D.R. Horton
DHI
$47.2B
$5.42K ﹤0.01%
32
CDW icon
588
CDW
CDW
$19B
$5.42K ﹤0.01%
34
DDOG icon
589
Datadog
DDOG
$53.1B
$5.41K ﹤0.01%
38
+16
CELH icon
590
Celsius Holdings
CELH
$11B
$5.41K ﹤0.01%
94
AMP icon
591
Ameriprise Financial
AMP
$44.4B
$5.4K ﹤0.01%
11
-7
LYV icon
592
Live Nation Entertainment
LYV
$32.5B
$5.39K ﹤0.01%
33
JHG icon
593
Janus Henderson
JHG
$6.87B
$5.39K ﹤0.01%
121
+48
QTUM icon
594
Defiance Quantum ETF
QTUM
$3.11B
$5.35K ﹤0.01%
51
EXPE icon
595
Expedia Group
EXPE
$32.3B
$5.34K ﹤0.01%
25
AMAT icon
596
Applied Materials
AMAT
$216B
$5.32K ﹤0.01%
26
-19
LPLA icon
597
LPL Financial
LPLA
$29.7B
$5.32K ﹤0.01%
16
INDA icon
598
iShares MSCI India ETF
INDA
$9.48B
$5.21K ﹤0.01%
100
-100
FIS icon
599
Fidelity National Information Services
FIS
$34.5B
$5.14K ﹤0.01%
78
-20
TRMB icon
600
Trimble
TRMB
$19.8B
$5.14K ﹤0.01%
63