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
776
$1.65K ﹤0.01%
3
777
$1.64K ﹤0.01%
23
778
$1.63K ﹤0.01%
20
779
$1.63K ﹤0.01%
53
780
$1.62K ﹤0.01%
82
781
$1.62K ﹤0.01%
92
782
$1.62K ﹤0.01%
9
783
$1.6K ﹤0.01%
21
784
$1.59K ﹤0.01%
74
785
$1.58K ﹤0.01%
12
786
$1.58K ﹤0.01%
68
787
$1.57K ﹤0.01%
7
788
$1.57K ﹤0.01%
48
789
$1.57K ﹤0.01%
40
790
$1.56K ﹤0.01%
8
791
$1.56K ﹤0.01%
15
792
$1.55K ﹤0.01%
31
793
$1.55K ﹤0.01%
19
794
$1.55K ﹤0.01%
7
795
$1.55K ﹤0.01%
61
796
$1.53K ﹤0.01%
37
797
$1.53K ﹤0.01%
32
798
$1.53K ﹤0.01%
31
799
$1.52K ﹤0.01%
53
800
$1.52K ﹤0.01%
16
30 31
32
33 34