S

Sachetta Portfolio holdings

AUM $253M
1-Year Est. Return 13.56%
This Quarter Est. Return
1 Year Est. Return
+13.56%
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
51
$846K 0.4%
5,851
52
$829K 0.39%
4,128
53
$816K 0.39%
5,267
54
$799K 0.38%
1,209
55
$791K 0.38%
31,521
56
$777K 0.37%
12,789
57
$775K 0.37%
33,186
58
$775K 0.37%
5,502
59
$749K 0.36%
3,355
60
$736K 0.35%
6,689
61
$718K 0.34%
2,071
62
$700K 0.33%
4,112
63
$696K 0.33%
38,100
64
$674K 0.32%
16,074
65
$661K 0.31%
11,891
66
$634K 0.3%
6,517
67
$576K 0.27%
1,998
68
$564K 0.27%
11,232
69
$563K 0.27%
10,455
70
$561K 0.27%
11,092
+11
71
$547K 0.26%
673
72
$546K 0.26%
22,012
73
$539K 0.26%
10,520
74
$538K 0.26%
6,084
75
$518K 0.25%
2,239
1 2
3
4 5