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
726
$2.03K ﹤0.01%
13
727
$2.03K ﹤0.01%
28
728
$2.02K ﹤0.01%
42
729
$2.02K ﹤0.01%
22
730
$2.02K ﹤0.01%
25
731
$2.01K ﹤0.01%
32
732
$2K ﹤0.01%
17
733
$2K ﹤0.01%
38
734
$2K ﹤0.01%
31
735
$1.99K ﹤0.01%
61
736
$1.97K ﹤0.01%
40
737
$1.95K ﹤0.01%
14
738
$1.94K ﹤0.01%
90
739
$1.94K ﹤0.01%
16
740
$1.94K ﹤0.01%
12
741
$1.93K ﹤0.01%
60
742
$1.93K ﹤0.01%
12
743
$1.93K ﹤0.01%
10
744
$1.92K ﹤0.01%
22
745
$1.91K ﹤0.01%
23
746
$1.9K ﹤0.01%
34
747
$1.9K ﹤0.01%
17
748
$1.9K ﹤0.01%
7
749
$1.89K ﹤0.01%
16
750
$1.89K ﹤0.01%
69
28 29
30
31 32