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
$253M
AUM Growth
+$714K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,299
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.53M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$719K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$328K

Top Sells

1
+$894K
2
+$426K
3
+$359K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$216K
5
CVS icon
CVS Health
CVS
+$161K

Sector Composition

1 Technology 11.61%
2 Financials 3.7%
3 Healthcare 3.43%
4 Consumer Discretionary 3.06%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.06K ﹤0.01%
38
827
$2.06K ﹤0.01%
600
828
$2.02K ﹤0.01%
13
+1
829
$2.01K ﹤0.01%
53
-21
830
$2K ﹤0.01%
124
831
$1.98K ﹤0.01%
22
832
$1.98K ﹤0.01%
70
-127
833
$1.96K ﹤0.01%
100
834
$1.96K ﹤0.01%
113
835
$1.94K ﹤0.01%
61
-71
836
$1.93K ﹤0.01%
26
837
$1.93K ﹤0.01%
23
838
$1.93K ﹤0.01%
67
+41
839
$1.91K ﹤0.01%
35
840
$1.9K ﹤0.01%
25
-3
841
$1.9K ﹤0.01%
4
842
$1.89K ﹤0.01%
112
-41
843
$1.89K ﹤0.01%
59
-24
844
$1.87K ﹤0.01%
32
+1
845
$1.86K ﹤0.01%
4
846
$1.85K ﹤0.01%
19
-301
847
$1.85K ﹤0.01%
92
+31
848
$1.85K ﹤0.01%
34
+22
849
$1.85K ﹤0.01%
10
+3
850
$1.84K ﹤0.01%
14
-4
32 33
34
35 36