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
701
$2.24K ﹤0.01%
11
702
$2.23K ﹤0.01%
35
703
$2.23K ﹤0.01%
9
704
$2.23K ﹤0.01%
38
705
$2.22K ﹤0.01%
23
706
$2.22K ﹤0.01%
59
707
$2.2K ﹤0.01%
29
708
$2.2K ﹤0.01%
53
709
$2.19K ﹤0.01%
27
710
$2.19K ﹤0.01%
62
711
$2.19K ﹤0.01%
59
712
$2.18K ﹤0.01%
58
713
$2.18K ﹤0.01%
18
714
$2.17K ﹤0.01%
23
715
$2.17K ﹤0.01%
24
716
$2.14K ﹤0.01%
57
717
$2.14K ﹤0.01%
9
718
$2.11K ﹤0.01%
39
719
$2.08K ﹤0.01%
15
720
$2.08K ﹤0.01%
34
721
$2.06K ﹤0.01%
65
722
$2.05K ﹤0.01%
472
723
$2.04K ﹤0.01%
91
724
$2.03K ﹤0.01%
234
725
$2.03K ﹤0.01%
127
27 28
29
30 31