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
576
$3.74K ﹤0.01%
17
577
$3.69K ﹤0.01%
18
578
$3.67K ﹤0.01%
146
579
$3.66K ﹤0.01%
2,000
580
$3.64K ﹤0.01%
19
581
$3.62K ﹤0.01%
63
582
$3.62K ﹤0.01%
119
583
$3.59K ﹤0.01%
31
584
$3.58K ﹤0.01%
10
585
$3.55K ﹤0.01%
15
586
$3.54K ﹤0.01%
68
587
$3.54K ﹤0.01%
100
588
$3.54K ﹤0.01%
23
589
$3.53K ﹤0.01%
54
590
$3.51K ﹤0.01%
50
591
$3.51K ﹤0.01%
56
592
$3.5K ﹤0.01%
42
593
$3.49K ﹤0.01%
7
594
$3.49K ﹤0.01%
6
595
$3.47K ﹤0.01%
32
596
$3.45K ﹤0.01%
49
597
$3.43K ﹤0.01%
106
598
$3.43K ﹤0.01%
68
599
$3.42K ﹤0.01%
111
600
$3.42K ﹤0.01%
25
22 23
24
25 26