S

Sachetta Portfolio holdings

AUM $183M
1-Year Est. Return 17.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.3%
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
+$1.5K
2
+$1.47K
3
+$1K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$711
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$551

Top Sells

1
+$1.02M
2
+$92.3K
3
+$1.52K
4
COO icon
Cooper Companies
COO
+$1.16K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$626

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
851
$1.28K ﹤0.01%
102
852
$1.28K ﹤0.01%
20
853
$1.28K ﹤0.01%
12
854
$1.27K ﹤0.01%
16
855
$1.27K ﹤0.01%
34
856
$1.27K ﹤0.01%
23
857
$1.27K ﹤0.01%
40
858
$1.26K ﹤0.01%
17
859
$1.26K ﹤0.01%
82
860
$1.25K ﹤0.01%
29
861
$1.24K ﹤0.01%
23
862
$1.24K ﹤0.01%
3
863
$1.22K ﹤0.01%
123
864
$1.22K ﹤0.01%
66
865
$1.22K ﹤0.01%
3
-3
866
$1.22K ﹤0.01%
43
867
$1.21K ﹤0.01%
110
868
$1.21K ﹤0.01%
53
869
$1.21K ﹤0.01%
43
870
$1.19K ﹤0.01%
8
871
$1.19K ﹤0.01%
9
872
$1.19K ﹤0.01%
19
873
$1.18K ﹤0.01%
12
874
$1.18K ﹤0.01%
98
875
$1.17K ﹤0.01%
8
33 34
35
36 37