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
826
$1.36K ﹤0.01%
19
827
$1.35K ﹤0.01%
3
828
$1.35K ﹤0.01%
26
829
$1.34K ﹤0.01%
10
830
$1.34K ﹤0.01%
10
831
$1.33K ﹤0.01%
12
832
$1.33K ﹤0.01%
49
833
$1.32K ﹤0.01%
10
834
$1.32K ﹤0.01%
6
835
$1.32K ﹤0.01%
72
836
$1.32K ﹤0.01%
21
837
$1.32K ﹤0.01%
105
838
$1.32K ﹤0.01%
18
839
$1.31K ﹤0.01%
27
840
$1.31K ﹤0.01%
47
841
$1.31K ﹤0.01%
21
842
$1.31K ﹤0.01%
30
843
$1.3K ﹤0.01%
6
844
$1.3K ﹤0.01%
33
845
$1.3K ﹤0.01%
20
846
$1.3K ﹤0.01%
90
847
$1.29K ﹤0.01%
44
848
$1.29K ﹤0.01%
14
849
$1.29K ﹤0.01%
3
850
$1.28K ﹤0.01%
10
32 33
34
35 36