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
$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
51
$1.14M 0.45%
26,554
+350
52
$1.11M 0.44%
6,653
+1,210
53
$1.11M 0.44%
1,253
-6
54
$1.03M 0.41%
6,072
+389
55
$1.02M 0.4%
12,084
-150
56
$1.02M 0.4%
4,279
+103
57
$994K 0.39%
19,175
-2,133
58
$988K 0.39%
12,661
-1,397
59
$969K 0.38%
1,701
-97
60
$954K 0.38%
8,385
+111
61
$940K 0.37%
22,512
+1,728
62
$929K 0.37%
3,355
63
$890K 0.35%
9,252
-316
64
$884K 0.35%
2,181
+196
65
$873K 0.35%
32,598
-105
66
$842K 0.33%
3,813
+2
67
$830K 0.33%
1,573
+150
68
$821K 0.33%
29,646
-435
69
$812K 0.32%
19,724
-238
70
$806K 0.32%
3,646
+684
71
$744K 0.29%
11,867
+14
72
$744K 0.29%
16,875
-1,675
73
$739K 0.29%
6,482
-75
74
$720K 0.28%
4,233
+146
75
$701K 0.28%
120,854
+2,500
1 2
3
4 5