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
651
$2.77K ﹤0.01%
37
652
$2.76K ﹤0.01%
16
653
$2.73K ﹤0.01%
38
654
$2.73K ﹤0.01%
37
655
$2.73K ﹤0.01%
20
656
$2.73K ﹤0.01%
50
657
$2.7K ﹤0.01%
39
658
$2.7K ﹤0.01%
16
659
$2.7K ﹤0.01%
23
660
$2.68K ﹤0.01%
22
661
$2.65K ﹤0.01%
18
662
$2.64K ﹤0.01%
91
663
$2.63K ﹤0.01%
68
664
$2.63K ﹤0.01%
24
665
$2.6K ﹤0.01%
35
666
$2.59K ﹤0.01%
44
667
$2.58K ﹤0.01%
81
668
$2.55K ﹤0.01%
20
669
$2.55K ﹤0.01%
58
670
$2.54K ﹤0.01%
43
671
$2.54K ﹤0.01%
150
672
$2.52K ﹤0.01%
49
673
$2.51K ﹤0.01%
20
674
$2.51K ﹤0.01%
85
675
$2.5K ﹤0.01%
11
25 26
27
28 29