S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.43M
3
+$1.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$686K
5
ORCL icon
Oracle
ORCL
+$572K

Top Sells

1
+$12.4M
2
+$925K
3
+$564K
4
PG icon
Procter & Gamble
PG
+$464K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$255K

Sector Composition

1 Technology 11.39%
2 Healthcare 4.03%
3 Financials 3.57%
4 Consumer Discretionary 2.96%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.09K ﹤0.01%
46
+32
677
$4.09K ﹤0.01%
58
678
$4.09K ﹤0.01%
7
679
$4.07K ﹤0.01%
29
680
$4.05K ﹤0.01%
5
681
$4.04K ﹤0.01%
31
682
$4.03K ﹤0.01%
80
+37
683
$4.03K ﹤0.01%
36
684
$4.03K ﹤0.01%
65
+46
685
$3.99K ﹤0.01%
18
+5
686
$3.98K ﹤0.01%
57
+19
687
$3.96K ﹤0.01%
169
+109
688
$3.94K ﹤0.01%
38
689
$3.93K ﹤0.01%
98
690
$3.92K ﹤0.01%
164
+40
691
$3.9K ﹤0.01%
92
692
$3.88K ﹤0.01%
107
693
$3.87K ﹤0.01%
52
694
$3.86K ﹤0.01%
720
695
$3.86K ﹤0.01%
9
+5
696
$3.85K ﹤0.01%
27
697
$3.84K ﹤0.01%
21
+13
698
$3.84K ﹤0.01%
77
699
$3.84K ﹤0.01%
185
700
$3.82K ﹤0.01%
193
26 27
28
29 30