S

Sachetta Portfolio holdings

AUM $269M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
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
776
$2.94K ﹤0.01%
70
777
$2.94K ﹤0.01%
38
778
$2.92K ﹤0.01%
83
779
$2.92K ﹤0.01%
70
+20
780
$2.9K ﹤0.01%
82
781
$2.9K ﹤0.01%
12
782
$2.87K ﹤0.01%
270
-74
783
$2.87K ﹤0.01%
88
784
$2.86K ﹤0.01%
13
+10
785
$2.85K ﹤0.01%
32
786
$2.85K ﹤0.01%
92
+19
787
$2.85K ﹤0.01%
245
+173
788
$2.82K ﹤0.01%
249
789
$2.81K ﹤0.01%
43
790
$2.8K ﹤0.01%
190
791
$2.8K ﹤0.01%
63
+20
792
$2.8K ﹤0.01%
11
+1
793
$2.8K ﹤0.01%
53
+13
794
$2.79K ﹤0.01%
12
+4
795
$2.79K ﹤0.01%
47
+18
796
$2.78K ﹤0.01%
59
797
$2.78K ﹤0.01%
+14
798
$2.77K ﹤0.01%
61
799
$2.73K ﹤0.01%
19
800
$2.73K ﹤0.01%
86
30 31
32
33 34