S
Sachetta Portfolio holdings
AUM
$253M
1-Year Return
13.56%
This Quarter Return
+7.13%
1 Year Return
+13.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$6.06K
(+0%)
Cap. Flow
-$5.23M
Cap. Flow
% of AUM
-2.48%
Top 10 Holdings %
Top 10 Hldgs %
46.07%
Holding
1,151
New
2
Increased
8
Reduced
6
Closed
–
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.49K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.49K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$955 |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$696 |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$556 |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.97M |
| 2 |
Walmart
WMT
|
+$255K |
| 3 |
Cooper Companies
COO
|
+$4.54K |
| 4 |
Flex
FLEX
|
+$1.77K |
| 5 |
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% |
