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
$269M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Sells

1 +$997K
2 +$623K
3 +$356K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$319K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$281K

Sector Composition

1 Technology 11.42%
2 Financials 3.82%
3 Healthcare 2.91%
4 Consumer Discretionary 2.58%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GPC icon
851
Genuine Parts
GPC
$18.1B
$1.8K ﹤0.01%
13
DAR icon
852
Darling Ingredients
DAR
$5.78B
$1.79K ﹤0.01%
58
FIVN icon
853
FIVE9
FIVN
$1.62B
$1.79K ﹤0.01%
74
CNM icon
854
Core & Main
CNM
$9.51B
$1.78K ﹤0.01%
33
CPRI icon
855
Capri Holdings
CPRI
$3.3B
$1.77K ﹤0.01%
89
AWI icon
856
Armstrong World Industries
AWI
$7.98B
$1.76K ﹤0.01%
9
INFA
857
DELISTED
Informatica
INFA
$1.76K ﹤0.01%
71
ARES icon
858
Ares Management
ARES
$35.9B
$1.76K ﹤0.01%
11
BSY icon
859
Bentley Systems
BSY
$12.9B
$1.75K ﹤0.01%
34
PSN icon
860
Parsons
PSN
$8.99B
$1.74K ﹤0.01%
21
PAG icon
861
Penske Automotive Group
PAG
$10.8B
$1.74K ﹤0.01%
10
WHR icon
862
Whirlpool
WHR
$4.49B
$1.73K ﹤0.01%
22
TRIP icon
863
TripAdvisor
TRIP
$1.76B
$1.72K ﹤0.01%
106
AYI icon
864
Acuity Brands
AYI
$11.5B
$1.72K ﹤0.01%
5
HUBB icon
865
Hubbell
HUBB
$23.3B
$1.72K ﹤0.01%
4
R icon
866
Ryder
R
$7.27B
$1.7K ﹤0.01%
9
ACM icon
867
Aecom
ACM
$13.9B
$1.7K ﹤0.01%
13
KRC icon
868
Kilroy Realty
KRC
$4.82B
$1.69K ﹤0.01%
40
MPW icon
869
Medical Properties Trust
MPW
$3.37B
$1.68K ﹤0.01%
328
-35
NVT icon
870
nVent Electric
NVT
$17.5B
$1.68K ﹤0.01%
17
CHTR icon
871
Charter Communications
CHTR
$25.9B
$1.65K ﹤0.01%
6
-16
LBRDA icon
872
Liberty Broadband Class A
LBRDA
$6.62B
$1.65K ﹤0.01%
26
RH icon
873
RH
RH
$3B
$1.63K ﹤0.01%
8
MTCH icon
874
Match Group
MTCH
$8B
$1.63K ﹤0.01%
46
THC icon
875
Tenet Healthcare
THC
$18.6B
$1.63K ﹤0.01%
8