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
TWLO icon
601
Twilio
TWLO
$35.3B
$6.04K ﹤0.01%
48
+5
PINS icon
602
Pinterest
PINS
$11.7B
$6.03K ﹤0.01%
329
+305
NIO icon
603
NIO
NIO
$13.5B
$6.03K ﹤0.01%
1,000
AME icon
604
Ametek
AME
$52.2B
$6K ﹤0.01%
28
+16
TW icon
605
Tradeweb Markets
TW
$21.8B
$6K ﹤0.01%
51
+18
L icon
606
Loews
L
$22B
$5.98K ﹤0.01%
56
MGM icon
607
MGM Resorts International
MGM
$12.1B
$5.96K ﹤0.01%
161
+18
GPK icon
608
Graphic Packaging
GPK
$3.14B
$5.96K ﹤0.01%
+599
CRS icon
609
Carpenter Technology
CRS
$24.5B
$5.91K ﹤0.01%
+15
FBIN icon
610
Fortune Brands Innovations
FBIN
$4.62B
$5.88K ﹤0.01%
151
+39
AFG icon
611
American Financial Group
AFG
$10.9B
$5.88K ﹤0.01%
46
+32
CHRW icon
612
C.H. Robinson
CHRW
$21.8B
$5.81K ﹤0.01%
35
DBX icon
613
Dropbox
DBX
$6.31B
$5.79K ﹤0.01%
+255
WEN icon
614
Wendy's
WEN
$1.26B
$5.75K ﹤0.01%
827
+575
FRT icon
615
Federal Realty Investment Trust
FRT
$10.6B
$5.74K ﹤0.01%
54
+31
TOL icon
616
Toll Brothers
TOL
$12.9B
$5.73K ﹤0.01%
42
+23
DTE icon
617
DTE Energy
DTE
$30.3B
$5.71K ﹤0.01%
39
P
618
Everpure Inc
P
$24.8B
$5.67K ﹤0.01%
96
+27
KMPR icon
619
Kemper
KMPR
$1.42B
$5.65K ﹤0.01%
185
+171
RNR icon
620
RenaissanceRe
RNR
$12.3B
$5.65K ﹤0.01%
19
+13
CALF icon
621
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.5B
$5.56K ﹤0.01%
124
-13
AVNT icon
622
Avient
AVNT
$3.11B
$5.55K ﹤0.01%
152
+113
AVY icon
623
Avery Dennison
AVY
$11.8B
$5.53K ﹤0.01%
32
+5
FSLR icon
624
First Solar
FSLR
$30.3B
$5.52K ﹤0.01%
28
-2
NWSA icon
625
News Corp Class A
NWSA
$14.7B
$5.51K ﹤0.01%
221
+174