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
826
$2.37K ﹤0.01%
28
827
$2.34K ﹤0.01%
80
828
$2.34K ﹤0.01%
45
+30
829
$2.34K ﹤0.01%
61
830
$2.34K ﹤0.01%
19
831
$2.33K ﹤0.01%
46
-17
832
$2.33K ﹤0.01%
62
+8
833
$2.32K ﹤0.01%
23
834
$2.32K ﹤0.01%
57
+1
835
$2.32K ﹤0.01%
21
836
$2.31K ﹤0.01%
+32
837
$2.3K ﹤0.01%
38
838
$2.3K ﹤0.01%
14
-17
839
$2.29K ﹤0.01%
37
840
$2.28K ﹤0.01%
19
+11
841
$2.27K ﹤0.01%
253
+200
842
$2.26K ﹤0.01%
+47
843
$2.25K ﹤0.01%
23
+16
844
$2.23K ﹤0.01%
30
+6
845
$2.23K ﹤0.01%
63
846
$2.22K ﹤0.01%
51
847
$2.22K ﹤0.01%
27
+9
848
$2.21K ﹤0.01%
10
-6
849
$2.19K ﹤0.01%
107
+11
850
$2.19K ﹤0.01%
11
32 33
34
35 36