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
851
$2.17K ﹤0.01%
25
852
$2.17K ﹤0.01%
+63
853
$2.15K ﹤0.01%
35
854
$2.15K ﹤0.01%
4
-11
855
$2.15K ﹤0.01%
47
856
$2.15K ﹤0.01%
90
857
$2.15K ﹤0.01%
+10
858
$2.13K ﹤0.01%
143
859
$2.12K ﹤0.01%
+58
860
$2.12K ﹤0.01%
46
861
$2.1K ﹤0.01%
38
+24
862
$2.1K ﹤0.01%
113
863
$2.1K ﹤0.01%
9
864
$2.09K ﹤0.01%
+109
865
$2.08K ﹤0.01%
34
866
$2.08K ﹤0.01%
24
867
$2.06K ﹤0.01%
+31
868
$2.04K ﹤0.01%
42
+31
869
$2.04K ﹤0.01%
13
-1
870
$2.04K ﹤0.01%
72
871
$2.03K ﹤0.01%
+54
872
$2.03K ﹤0.01%
45
873
$2.02K ﹤0.01%
31
-5
874
$2.01K ﹤0.01%
31
+15
875
$2K ﹤0.01%
100
33 34
35
36 37