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
601
$3.41K ﹤0.01%
44
602
$3.36K ﹤0.01%
12
603
$3.35K ﹤0.01%
10
604
$3.34K ﹤0.01%
40
605
$3.33K ﹤0.01%
93
606
$3.33K ﹤0.01%
65
607
$3.31K ﹤0.01%
12
608
$3.31K ﹤0.01%
95
609
$3.31K ﹤0.01%
104
610
$3.31K ﹤0.01%
155
611
$3.29K ﹤0.01%
10
612
$3.28K ﹤0.01%
35
613
$3.27K ﹤0.01%
19
614
$3.27K ﹤0.01%
30
615
$3.25K ﹤0.01%
37
616
$3.25K ﹤0.01%
9
617
$3.25K ﹤0.01%
43
618
$3.23K ﹤0.01%
720
619
$3.22K ﹤0.01%
56
620
$3.19K ﹤0.01%
51
621
$3.19K ﹤0.01%
120
622
$3.17K ﹤0.01%
32
623
$3.15K ﹤0.01%
32
624
$3.14K ﹤0.01%
218
625
$3.14K ﹤0.01%
36
23 24
25
26 27