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
801
$1.52K ﹤0.01%
567
802
$1.51K ﹤0.01%
4
-12
803
$1.51K ﹤0.01%
14
804
$1.5K ﹤0.01%
6
805
$1.47K ﹤0.01%
159
806
$1.47K ﹤0.01%
40
807
$1.47K ﹤0.01%
3
808
$1.44K ﹤0.01%
7
809
$1.44K ﹤0.01%
10
810
$1.44K ﹤0.01%
32
811
$1.43K ﹤0.01%
51
812
$1.42K ﹤0.01%
23
813
$1.42K ﹤0.01%
42
814
$1.41K ﹤0.01%
14
815
$1.41K ﹤0.01%
24
816
$1.4K ﹤0.01%
60
817
$1.4K ﹤0.01%
39
818
$1.4K ﹤0.01%
40
819
$1.4K ﹤0.01%
7
820
$1.4K ﹤0.01%
39
821
$1.39K ﹤0.01%
69
822
$1.39K ﹤0.01%
15
823
$1.38K ﹤0.01%
28
824
$1.38K ﹤0.01%
70
825
$1.37K ﹤0.01%
9
31 32
33
34 35