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
626
$3.14K ﹤0.01%
16
627
$3.08K ﹤0.01%
190
628
$3.05K ﹤0.01%
51
629
$3.04K ﹤0.01%
133
630
$3.04K ﹤0.01%
28
631
$3.02K ﹤0.01%
19
632
$3.01K ﹤0.01%
25
633
$3K ﹤0.01%
122
634
$2.99K ﹤0.01%
50
635
$2.99K ﹤0.01%
28
636
$2.97K ﹤0.01%
100
637
$2.96K ﹤0.01%
27
638
$2.96K ﹤0.01%
16
639
$2.94K ﹤0.01%
77
640
$2.94K ﹤0.01%
29
641
$2.92K ﹤0.01%
29
642
$2.91K ﹤0.01%
150
643
$2.88K ﹤0.01%
21
644
$2.87K ﹤0.01%
138
645
$2.84K ﹤0.01%
2
646
$2.83K ﹤0.01%
62
647
$2.83K ﹤0.01%
54
648
$2.81K ﹤0.01%
65
649
$2.8K ﹤0.01%
26
650
$2.79K ﹤0.01%
119
24 25
26
27 28