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
751
$1.89K ﹤0.01%
80
752
$1.88K ﹤0.01%
69
753
$1.87K ﹤0.01%
9
754
$1.86K ﹤0.01%
58
755
$1.85K ﹤0.01%
63
756
$1.85K ﹤0.01%
54
757
$1.83K ﹤0.01%
14
758
$1.81K ﹤0.01%
60
759
$1.81K ﹤0.01%
48
760
$1.81K ﹤0.01%
64
761
$1.8K ﹤0.01%
46
762
$1.78K ﹤0.01%
74
763
$1.77K ﹤0.01%
19
764
$1.76K ﹤0.01%
88
765
$1.72K ﹤0.01%
9
766
$1.72K ﹤0.01%
63
767
$1.7K ﹤0.01%
14
768
$1.7K ﹤0.01%
51
769
$1.69K ﹤0.01%
22
770
$1.69K ﹤0.01%
20
771
$1.69K ﹤0.01%
100
772
$1.68K ﹤0.01%
46
773
$1.66K ﹤0.01%
112
774
$1.65K ﹤0.01%
98
775
$1.65K ﹤0.01%
19
29 30
31
32 33