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
676
$2.46K ﹤0.01%
39
677
$2.45K ﹤0.01%
44
678
$2.44K ﹤0.01%
87
679
$2.44K ﹤0.01%
14
680
$2.43K ﹤0.01%
2
681
$2.42K ﹤0.01%
15
682
$2.41K ﹤0.01%
67
683
$2.39K ﹤0.01%
126
684
$2.37K ﹤0.01%
16
685
$2.37K ﹤0.01%
209
686
$2.36K ﹤0.01%
20
687
$2.35K ﹤0.01%
49
688
$2.33K ﹤0.01%
70
689
$2.33K ﹤0.01%
2
690
$2.31K ﹤0.01%
10
691
$2.31K ﹤0.01%
14
692
$2.3K ﹤0.01%
14
693
$2.3K ﹤0.01%
71
-2
694
$2.29K ﹤0.01%
18
695
$2.29K ﹤0.01%
50
696
$2.29K ﹤0.01%
49
697
$2.29K ﹤0.01%
58
698
$2.28K ﹤0.01%
224
699
$2.27K ﹤0.01%
32
700
$2.25K ﹤0.01%
14
26 27
28
29 30